数据表管理 - 涨停股票

编号	涨停原因	问财原因	板块逻辑	日线数据	yuanbaoreason
116648	消息称台积电先进制程代工将全线涨价	涨停揭秘：台积电涨价强化晶圆厂资本开支意愿，公司半导体检测设备订单饱满，覆盖逻辑、存储、先进封装多领域；涨停缘由：公司膜厚、光学缺陷检测设备已导入中芯国际、长江存储等产线；AI算力芯片扩产拉动测试设备需求，订单可见度达12个月；资金逻辑：主力资金连续四日净流入，6月24日成交额达4.2亿元，创年内新高，融资余额同步攀升；风险提示：半导体设备验证周期长，新客户导入进度存在不确定性；国际贸易摩擦或影响关键零部件供应	1、公司半导体领域的测试设备适用于各种类芯片的缺陷检查； 2、在新能源板块开发完成针对锂电池行业的电芯化成分容制程检测系统、模组电池组／包检测系统和BMS检测系统； 3、公司在VR/AR终端检测方面有相应的产品和订单，有少量出货订单	2026-03-03\|139.85\|-8.89\|151.50\|159.50\|138.50\|181139;2026-03-04\|140.60\|0.54\|138.44\|144.58\|138.00\|105390;2026-03-05\|146.67\|4.32\|147.02\|153.85\|144.20\|114283;2026-03-06\|143.81\|-1.95\|146.33\|150.31\|143.20\|79467;2026-03-09\|140.01\|-2.64\|136.99\|141.20\|132.41\|113092;2026-03-10\|142.80\|1.99\|138.93\|146.59\|138.93\|71415;2026-03-11\|135.45\|-5.15\|142.60\|142.79\|134.70\|94332;2026-03-12\|133.54\|-1.41\|134.79\|136.93\|132.05\|64353;2026-03-13\|134.90\|1.02\|132.80\|140.00\|130.88\|65958;2026-03-16\|134.76\|-0.10\|135.09\|136.38\|127.00\|97616;2026-03-17\|126.80\|-5.91\|136.62\|136.88\|126.70\|82549;2026-03-18\|130.90\|3.23\|127.29\|132.65\|127.26\|65159;2026-03-19\|127.47\|-2.62\|128.86\|131.00\|126.60\|48428;2026-03-20\|129.44\|1.55\|129.17\|134.26\|128.15\|81879;2026-03-23\|121.00\|-6.52\|127.15\|128.00\|119.50\|85026;2026-03-24\|126.16\|4.26\|123.00\|127.12\|120.42\|84235;2026-03-25\|128.25\|1.66\|130.02\|132.87\|126.86\|83028;2026-03-26\|125.73\|-1.96\|128.52\|130.00\|125.00\|49114;2026-03-27\|127.30\|1.25\|124.51\|128.90\|123.22\|59549;2026-03-30\|133.40\|4.79\|125.55\|134.76\|123.00\|87845;2026-03-31\|125.70\|-5.77\|132.07\|133.51\|125.11\|68555;2026-04-01\|127.70\|1.59\|131.00\|132.34\|126.50\|64957;2026-04-02\|117.78\|-7.77\|127.69\|127.73\|116.21\|114159;2026-04-03\|117.00\|-0.66\|118.70\|120.00\|114.33\|85132;2026-04-07\|119.38\|2.03\|118.37\|121.81\|116.48\|74619;2026-04-08\|128.22\|7.40\|124.80\|129.30\|123.04\|106112;2026-04-09\|131.72\|2.73\|126.00\|135.98\|125.50\|105732;2026-04-10\|130.46\|-0.96\|133.56\|137.78\|130.13\|88885;2026-04-13\|127.46\|-2.30\|129.33\|130.66\|123.67\|103983;2026-04-14\|131.79\|3.40\|128.00\|134.67\|127.50\|85027;2026-04-15\|130.32\|-1.12\|134.00\|136.00\|129.79\|73640;2026-04-16\|130.40\|0.06\|130.84\|131.60\|128.45\|71746;2026-04-17\|127.58\|-2.16\|129.50\|130.10\|125.05\|88952;2026-04-20\|128.88\|1.02\|127.00\|131.00\|122.00\|84538;2026-04-21\|125.37\|-2.72\|128.00\|128.49\|123.20\|68404;2026-04-22\|136.84\|9.15\|124.82\|139.30\|124.82\|168328;2026-04-23\|132.50\|-3.17\|137.00\|137.26\|128.80\|93963;2026-04-24\|132.00\|-0.38\|132.70\|136.06\|129.55\|108631;2026-04-27\|139.75\|5.87\|132.77\|142.57\|131.01\|144521;2026-04-28\|137.74\|-1.44\|138.50\|145.00\|134.58\|138258;2026-04-29\|135.99\|-1.27\|138.83\|139.66\|133.62\|97770;2026-04-30\|145.05\|6.66\|137.00\|146.99\|136.06\|153565;2026-05-06\|142.75\|-1.59\|149.00\|152.94\|142.11\|153294;2026-05-07\|149.13\|4.47\|145.35\|149.46\|142.08\|124061;2026-05-08\|143.90\|-3.51\|145.69\|152.60\|142.12\|95704;2026-05-11\|156.00\|8.41\|145.01\|160.00\|144.70\|140246;2026-05-12\|165.41\|6.03\|153.99\|165.90\|152.41\|140054;2026-05-13\|168.85\|2.08\|160.22\|170.48\|157.27\|124972;2026-05-14\|159.00\|-5.83\|168.00\|168.70\|158.00\|98866;2026-05-15\|175.00\|10.06\|159.76\|175.60\|152.00\|157647;2026-05-18\|178.88\|2.22\|172.36\|188.85\|171.20\|152692;2026-05-19\|187.50\|4.82\|172.76\|189.00\|171.44\|156176;2026-05-20\|198.58\|5.91\|185.32\|205.00\|184.02\|152571;2026-05-21\|190.83\|-3.90\|205.00\|212.36\|189.00\|170153;2026-05-22\|195.30\|2.34\|195.00\|196.00\|180.88\|161129;2026-05-25\|224.45\|14.93\|200.00\|232.00\|190.80\|195510;2026-05-26\|218.01\|-2.87\|224.00\|228.86\|212.00\|138844;2026-05-27\|209.79\|-3.77\|215.00\|229.86\|209.57\|134132;2026-05-28\|210.40\|0.29\|209.00\|214.80\|201.88\|94116;2026-05-29\|194.20\|-7.61\|206.44\|208.11\|192.00\|120765;2026-06-01\|184.23\|-5.13\|196.36\|204.00\|183.60\|123740;2026-06-02\|187.00\|1.50\|187.25\|194.93\|182.84\|88822;2026-06-03\|188.50\|0.80\|186.00\|196.00\|183.89\|92247;2026-06-04\|203.80\|8.12\|186.68\|206.66\|185.02\|126068;2026-06-05\|189.23\|-7.15\|196.50\|198.34\|187.60\|96286;2026-06-08\|177.80\|-6.04\|177.53\|183.95\|175.00\|76751;2026-06-09\|188.88\|6.23\|183.00\|191.00\|179.00\|67427;2026-06-10\|188.79\|-0.05\|186.62\|199.50\|184.00\|72569;2026-06-11\|192.90\|2.18\|188.70\|199.10\|187.10\|72558;2026-06-12\|196.30\|1.76\|205.00\|212.00\|195.00\|110748;2026-06-15\|208.46\|6.19\|200.00\|210.00\|192.15\|106073;2026-06-16\|204.83\|-1.74\|210.00\|213.00\|198.01\|107252;2026-06-17\|215.76\|5.34\|200.00\|217.99\|197.01\|105320;2026-06-18\|213.86\|-0.88\|211.59\|218.35\|209.00\|102249;2026-06-22\|213.80\|-0.03\|218.14\|222.20\|204.50\|106788;2026-06-23\|212.60\|-0.56\|210.00\|223.62\|205.36\|88995;2026-06-24\|251.13\|18.12\|211.52\|255.10\|210.02\|152900;2026-06-25\|263.00\|4.73\|261.58\|269.50\|250.53\|121143;2026-06-26\|275.00\|4.56\|269.81\|285.00\|263.00\|143331;2026-06-29\|295.00\|7.27\|275.39\|298.00\|270.47\|139423;2026-06-30\|317.60\|7.66\|298.00\|324.55\|293.00\|114267;2026-07-01\|303.62\|-4.40\|317.36\|335.12\|300.00\|121710;2026-07-02\|269.95\|-11.09\|292.80\|294.50\|265.31\|143181;2026-07-03\|263.92\|-2.23\|265.02\|274.51\|255.88\|111402;2026-07-06\|266.57\|1.00\|268.67\|277.00\|254.43\|95837;2026-07-07\|269.00\|0.91\|265.00\|280.77\|257.80\|84729;2026-07-08\|297.10\|10.45\|272.85\|306.36\|263.09\|120815;2026-07-10\|297.10\|0.00\|0.00\|0.00\|0.00\|0	半导体前道量检测设备龙头+HBM/存储扩产受益+大基金二期。6月25日公告子公司上海精测签下1.35亿元明场缺陷检测设备合同。膜厚量测/电子束检测设备已批量交付中芯国际、长存、长电等。大基金二期持有。存储大厂扩产大幅提升晶圆缺陷检测需求。2026-06-24大涨约+18%冲历史高位，6月25日续涨+4.73%。
116647	消息称台积电先进制程代工将全线涨价	Qt合作+存储芯片涨价+一季报大增行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据兆易创新官微2026年6月23日报道，公司与Qt Group达成全球合作，将依托GD32H7高性能MCU系列，聚焦嵌入式GUI技术方案的联合优化，共同推动在智能工业、储能等场景的深度协同。 2、据2026年6月19日异常波动公告，公司所处存储芯片行业周期上行，供给短缺带来价格较大幅度上涨，经营业绩得以提振；据2026年4月30日机构调研，利基型DRAM营收占比提升至约三分之一，定制化存储方案预计2026年在汽车座舱、机器人等端侧AI领域量产并贡献数亿元营收。 3、据2026年5月12日互动易，受益于存储行业供给紧缩，公司2026年一季度营收同比增长119.38%至41.88亿元，归母净利润同比增长522.79%至14.61亿元，毛利率环比提升12.17个百分点至57.08%。	国内存储龙头，产品包括DDR3L/DDR4/LPDDR4X等，投资23亿持有长鑫1.80%股权	2026-03-03\|272.89\|-6.91\|295.00\|296.10\|272.59\|333294;2026-03-04\|279.07\|2.26\|272.89\|290.00\|272.89\|326916;2026-03-05\|282.80\|1.34\|288.16\|289.88\|280.23\|255300;2026-03-06\|284.99\|0.77\|277.90\|288.88\|277.56\|208576;2026-03-09\|276.09\|-3.12\|273.00\|277.70\|264.00\|283546;2026-03-10\|285.44\|3.39\|284.10\|286.50\|281.18\|233537;2026-03-11\|281.53\|-1.37\|288.04\|290.83\|281.32\|216499;2026-03-12\|274.78\|-2.40\|279.83\|283.83\|272.43\|172327;2026-03-13\|278.33\|1.29\|270.78\|285.67\|270.78\|226137;2026-03-16\|306.16\|10.00\|280.00\|306.16\|277.00\|462736;2026-03-17\|296.00\|-3.32\|306.50\|313.00\|295.88\|390001;2026-03-18\|311.25\|5.15\|305.10\|313.68\|302.00\|420514;2026-03-19\|303.68\|-2.43\|300.00\|309.71\|297.00\|312146;2026-03-20\|290.20\|-4.44\|305.55\|306.70\|290.00\|312536;2026-03-23\|273.35\|-5.81\|277.00\|282.88\|271.00\|282142;2026-03-24\|273.71\|0.13\|277.99\|278.00\|256.88\|336915;2026-03-25\|278.40\|1.71\|275.15\|285.80\|275.14\|283763;2026-03-26\|262.00\|-5.89\|268.00\|268.70\|260.00\|350773;2026-03-27\|258.66\|-1.27\|248.98\|260.18\|240.25\|289773;2026-03-30\|255.85\|-1.09\|252.00\|259.54\|250.03\|214696;2026-03-31\|238.10\|-6.94\|249.90\|252.00\|236.86\|427623;2026-04-01\|255.00\|7.10\|250.00\|256.10\|243.70\|387958;2026-04-02\|246.99\|-3.14\|257.86\|259.80\|245.60\|252974;2026-04-03\|249.10\|0.85\|250.99\|254.60\|247.50\|197472;2026-04-07\|249.66\|0.22\|253.10\|255.96\|248.81\|198472;2026-04-08\|255.96\|2.52\|250.11\|256.96\|243.08\|753325;2026-04-09\|250.49\|-2.14\|250.00\|253.49\|243.90\|444683;2026-04-10\|265.09\|5.83\|255.49\|268.32\|255.24\|534767;2026-04-13\|262.14\|-1.11\|261.00\|269.84\|260.90\|412421;2026-04-14\|280.01\|6.82\|269.50\|281.23\|266.39\|466205;2026-04-15\|274.00\|-2.15\|285.00\|287.65\|271.98\|396973;2026-04-16\|286.73\|4.65\|270.10\|287.00\|268.59\|409337;2026-04-17\|288.96\|0.78\|284.00\|295.66\|282.90\|406321;2026-04-20\|290.54\|0.55\|293.00\|295.96\|287.12\|325643;2026-04-21\|306.27\|5.41\|290.80\|309.00\|288.25\|425834;2026-04-22\|313.98\|2.52\|303.50\|314.58\|302.51\|341662;2026-04-23\|304.80\|-2.92\|326.01\|326.02\|301.90\|441997;2026-04-24\|297.70\|-2.33\|305.00\|310.00\|292.81\|349105;2026-04-27\|303.42\|1.92\|301.59\|309.58\|297.75\|316355;2026-04-28\|307.50\|1.34\|305.00\|319.33\|302.02\|367943;2026-04-29\|308.89\|0.45\|303.01\|311.66\|297.00\|419200;2026-04-30\|312.99\|1.33\|320.00\|321.00\|306.48\|587965;2026-05-06\|344.29\|10.00\|330.00\|344.29\|330.00\|423426;2026-05-07\|350.16\|1.71\|347.00\|357.36\|339.00\|523879;2026-05-08\|334.10\|-4.59\|341.00\|343.30\|331.80\|440833;2026-05-11\|362.13\|8.39\|350.10\|367.51\|347.01\|575079;2026-05-12\|353.55\|-2.37\|362.14\|362.20\|349.20\|405596;2026-05-13\|365.00\|3.24\|344.00\|366.71\|339.33\|484983;2026-05-14\|356.19\|-2.41\|365.05\|373.50\|354.99\|408365;2026-05-15\|375.34\|5.38\|353.00\|384.00\|345.48\|624368;2026-05-18\|400.00\|6.57\|408.58\|412.87\|396.34\|687984;2026-05-19\|404.56\|1.14\|390.00\|410.00\|380.02\|553101;2026-05-20\|445.02\|10.00\|408.00\|445.02\|407.80\|610126;2026-05-21\|431.90\|-2.95\|445.02\|464.83\|427.33\|632398;2026-05-22\|468.74\|8.53\|448.00\|472.99\|439.00\|637969;2026-05-25\|515.60\|10.00\|478.11\|515.61\|461.00\|593614;2026-05-26\|526.22\|2.21\|510.00\|538.02\|491.20\|643384;2026-05-27\|514.18\|-2.29\|541.00\|552.82\|500.00\|667260;2026-05-28\|483.00\|-6.06\|495.00\|499.50\|470.00\|623792;2026-05-29\|467.01\|-3.31\|492.66\|496.00\|464.91\|558125;2026-06-01\|468.00\|0.21\|476.00\|489.96\|455.00\|521586;2026-06-02\|474.69\|1.43\|471.00\|480.66\|448.11\|490193;2026-06-03\|492.23\|3.69\|478.89\|510.00\|477.00\|581930;2026-06-04\|529.31\|7.53\|487.05\|538.00\|485.01\|563351;2026-06-05\|488.00\|-7.80\|507.00\|519.80\|484.90\|547135;2026-06-08\|474.01\|-2.87\|461.11\|490.70\|451.00\|434475;2026-06-09\|500.50\|5.59\|493.00\|502.88\|477.03\|419683;2026-06-10\|480.84\|-3.93\|489.11\|497.26\|475.65\|329972;2026-06-11\|483.50\|0.55\|480.52\|486.00\|471.00\|296991;2026-06-12\|481.47\|-0.42\|508.00\|510.00\|481.00\|407085;2026-06-15\|518.00\|7.59\|494.97\|519.00\|476.66\|475784;2026-06-16\|532.76\|2.85\|526.00\|542.84\|517.71\|427785;2026-06-17\|586.04\|10.00\|521.00\|586.04\|521.00\|568000;2026-06-18\|629.00\|7.33\|594.00\|644.64\|586.60\|591573;2026-06-22\|689.70\|9.65\|643.00\|689.70\|635.00\|525831;2026-06-23\|640.99\|-7.06\|680.00\|688.80\|636.00\|592914;2026-06-24\|705.09\|10.00\|641.00\|705.09\|630.93\|598219;2026-06-25\|775.21\|9.94\|740.00\|775.39\|735.00\|508678;2026-06-26\|770.00\|-0.67\|753.00\|779.00\|732.52\|493926;2026-06-29\|840.00\|9.09\|779.00\|846.66\|750.00\|541209;2026-06-30\|815.00\|-2.98\|810.00\|833.00\|781.11\|449647;2026-07-01\|772.01\|-5.27\|803.00\|843.38\|753.00\|539702;2026-07-02\|694.81\|-10.00\|721.00\|731.99\|694.81\|452436;2026-07-03\|677.77\|-2.45\|672.54\|717.66\|642.35\|623522;2026-07-06\|654.29\|-3.46\|690.00\|694.99\|630.00\|601502;2026-07-07\|620.00\|-5.24\|625.00\|646.20\|607.00\|515651;2026-07-08\|603.17\|-2.71\|630.00\|641.00\|589.00\|575108;2026-07-09\|663.49\|10.00\|633.00\|663.49\|630.00\|590920;2026-07-10\|612.00\|-7.76\|688.00\|707.97\|607.18\|887457	NOR Flash/利基DRAM设计龙头+与长鑫深度绑定+Q1业绩暴增。NOR Flash国内第一全球第三。自研利基DRAM与长鑫深度绑定：2026年预计向长鑫采购DRAM代工产品57.11亿(较2025年暴增4.8倍)，持有长鑫科技约1.8%股权。Q1营收41.88亿(+119.38%)、净利14.61亿(+522.79%)，毛利率57.08%。美光Q3营收414.6亿美元(+345%)+长鑫IPO注册生效双重催化。6月24日主力净流入超30亿，板块中军旗帜。2026-06-24尾盘涨停(705.09元)，6月25日续涨近10%再创历史新高。
116646	消息称台积电先进制程代工将全线涨价	半导体洁净室+OLED洁净室+订单新高+存储芯片行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月25日公告，公司与中建三局签署“TCL华星第8.6代印刷OLED生产线一期项目洁净2包”实施合同，签约合同总金额3.59亿元含税。 2、据2026年5月29日互动易，受益于下游半导体、新型显示等电子产业投资保持高景气，公司2026年1-4月新签订单不含税43.25亿元，承接项目规模增长较快。 3、据2025年年度报告，公司参建了国内首个投入量产的动态随机存取存储芯片DRAM设计制造一体化项目，主要客户包括长鑫存储、长江存储等。 4、据2025年年度报告，公司主营洁净室系统集成，覆盖半导体及泛半导体、新型显示等产业，是国内少数具备承接多行业主流项目能力的洁净室系统集成解决方案提供商之一。	我国洁净室行业头部企业之一，长鑫为公司客户之一	2026-03-03\|16.26\|-8.86\|17.93\|18.43\|16.18\|296726;2026-03-04\|16.04\|-1.35\|15.77\|16.42\|15.72\|116756;2026-03-05\|16.23\|1.18\|16.26\|16.75\|16.02\|125724;2026-03-06\|15.98\|-1.54\|16.11\|16.27\|15.96\|111142;2026-03-09\|15.57\|-2.57\|15.50\|15.64\|15.02\|130571;2026-03-10\|16.02\|2.89\|15.87\|16.16\|15.77\|107814;2026-03-11\|15.68\|-2.12\|16.01\|16.20\|15.66\|90367;2026-03-12\|15.45\|-1.47\|15.86\|15.97\|15.40\|94051;2026-03-13\|15.68\|1.49\|15.40\|16.12\|15.40\|139240;2026-03-16\|16.26\|3.70\|15.54\|16.51\|15.46\|174670;2026-03-17\|16.63\|2.28\|16.26\|17.24\|15.90\|252316;2026-03-18\|15.98\|-3.91\|16.50\|16.86\|15.59\|202665;2026-03-19\|16.29\|1.94\|15.58\|16.93\|15.42\|215267;2026-03-20\|17.26\|5.95\|16.26\|17.92\|16.25\|512448;2026-03-23\|17.06\|-1.16\|17.27\|18.20\|17.00\|449776;2026-03-24\|17.59\|3.11\|17.49\|18.07\|17.06\|281732;2026-03-25\|19.35\|10.01\|17.85\|19.35\|17.51\|301432;2026-03-26\|18.28\|-5.53\|19.20\|19.66\|18.00\|468219;2026-03-27\|18.30\|0.11\|17.72\|18.62\|17.58\|285282;2026-03-30\|18.16\|-0.77\|17.97\|18.33\|17.74\|167373;2026-03-31\|17.14\|-5.62\|17.92\|17.99\|17.05\|177013;2026-04-01\|18.85\|9.98\|17.60\|18.85\|17.60\|166143;2026-04-02\|18.92\|0.37\|19.00\|19.48\|18.37\|335604;2026-04-03\|19.48\|2.96\|19.11\|20.25\|19.11\|357421;2026-04-07\|21.43\|10.01\|19.76\|21.43\|19.70\|429998;2026-04-08\|22.44\|4.71\|22.44\|23.16\|21.80\|505110;2026-04-09\|24.68\|9.98\|22.44\|24.68\|21.75\|387876;2026-04-10\|24.90\|0.89\|25.19\|25.50\|23.93\|542728;2026-04-13\|24.55\|-1.41\|24.09\|25.17\|23.78\|332702;2026-04-14\|23.85\|-2.85\|24.31\|24.96\|23.61\|303018;2026-04-15\|25.87\|8.47\|23.88\|26.24\|23.88\|392674;2026-04-16\|25.50\|-1.43\|24.80\|26.00\|24.80\|280290;2026-04-17\|24.87\|-2.47\|25.38\|26.15\|24.60\|220330;2026-04-20\|24.55\|-1.29\|24.85\|25.20\|24.12\|216776;2026-04-21\|23.99\|-2.28\|24.46\|24.67\|23.96\|149018;2026-04-22\|23.54\|-1.88\|24.26\|24.40\|22.87\|250840;2026-04-23\|23.34\|-0.85\|23.78\|23.88\|23.05\|191754;2026-04-24\|22.95\|-1.67\|23.30\|23.80\|22.86\|164219;2026-04-27\|22.97\|0.09\|23.09\|23.37\|22.73\|177200;2026-04-28\|22.05\|-4.01\|23.10\|23.37\|21.98\|194501;2026-04-29\|23.34\|5.85\|22.05\|23.75\|22.01\|350759;2026-04-30\|22.78\|-2.40\|23.13\|23.40\|22.50\|197962;2026-05-06\|23.76\|4.30\|23.13\|23.92\|23.00\|347465;2026-05-07\|24.98\|5.13\|23.55\|25.15\|23.19\|412531;2026-05-08\|25.68\|2.80\|24.52\|26.70\|24.33\|315657;2026-05-11\|26.70\|3.97\|25.81\|27.29\|25.58\|277506;2026-05-12\|25.75\|-3.56\|26.35\|26.46\|25.45\|188169;2026-05-13\|25.94\|0.74\|25.21\|26.09\|24.90\|157369;2026-05-14\|25.62\|-1.23\|25.99\|26.40\|25.13\|144964;2026-05-15\|28.18\|9.99\|25.62\|28.18\|25.48\|311574;2026-05-18\|31.00\|10.01\|30.40\|31.00\|30.05\|111758;2026-05-19\|30.27\|-2.35\|31.00\|31.00\|28.90\|507028;2026-05-20\|33.30\|10.01\|29.95\|33.30\|29.95\|448608;2026-05-21\|33.13\|-0.51\|33.97\|35.66\|33.13\|505315;2026-05-22\|32.99\|-0.42\|33.35\|35.15\|32.00\|437378;2026-05-25\|33.70\|2.15\|32.00\|34.93\|31.31\|417006;2026-05-26\|31.03\|-7.92\|32.00\|32.21\|30.33\|357490;2026-05-27\|29.22\|-5.83\|30.96\|31.02\|28.91\|270646;2026-05-28\|28.48\|-2.53\|29.22\|29.77\|28.03\|200393;2026-05-29\|26.57\|-6.71\|28.39\|28.56\|26.30\|207251;2026-06-01\|25.36\|-4.55\|26.70\|26.90\|25.26\|151543;2026-06-02\|26.40\|4.10\|25.63\|26.73\|24.92\|226070;2026-06-03\|27.46\|4.02\|26.40\|28.18\|26.01\|350005;2026-06-04\|28.30\|3.06\|27.10\|28.83\|27.00\|241761;2026-06-05\|27.60\|-2.47\|28.01\|28.77\|27.39\|207951;2026-06-08\|27.13\|-1.70\|25.61\|27.96\|25.61\|146505;2026-06-09\|28.65\|5.60\|27.99\|29.57\|27.83\|219756;2026-06-10\|29.22\|1.99\|28.05\|30.66\|28.05\|333038;2026-06-11\|30.89\|5.72\|28.30\|30.97\|28.00\|333011;2026-06-12\|29.45\|-4.66\|31.61\|31.70\|29.45\|347947;2026-06-15\|32.40\|10.02\|30.00\|32.40\|29.60\|283408;2026-06-16\|32.06\|-1.05\|32.80\|33.30\|31.50\|321125;2026-06-17\|33.12\|3.31\|31.44\|33.70\|31.44\|295075;2026-06-18\|31.38\|-5.25\|32.60\|33.12\|30.73\|295882;2026-06-22\|29.76\|-5.16\|31.00\|31.37\|28.65\|279825;2026-06-23\|29.43\|-1.11\|29.66\|30.52\|28.68\|198815;2026-06-24\|32.37\|9.99\|28.89\|32.37\|28.82\|285059;2026-06-25\|34.80\|7.51\|33.95\|35.13\|33.10\|399857;2026-06-26\|38.28\|10.00\|34.77\|38.28\|34.35\|370442;2026-06-29\|42.11\|10.01\|40.66\|42.11\|38.00\|217208;2026-06-30\|44.04\|4.58\|44.46\|45.70\|42.50\|564044;2026-07-01\|41.30\|-6.22\|43.00\|44.49\|40.90\|444189;2026-07-02\|37.95\|-8.11\|38.97\|40.30\|37.80\|351667;2026-07-03\|37.38\|-1.50\|37.95\|39.00\|36.12\|263549;2026-07-06\|35.90\|-3.78\|37.37\|38.09\|35.00\|177496;2026-07-07\|34.86\|-2.90\|35.32\|36.06\|34.14\|171106;2026-07-08\|34.36\|-1.43\|35.41\|35.87\|32.68\|195813;2026-07-09\|35.55\|3.46\|36.64\|37.80\|33.70\|414315;2026-07-10\|36.07\|1.46\|35.55\|38.61\|34.98\|424369	半导体洁净室系统集成龙头+长鑫/长存扩产受益+3.59亿大单。深度绑定长鑫、长江存储、中芯国际、华虹等。1-4月新签合同43.2亿元(超2025全年)，半导体占比超80%。6月24日公告签TCL华星第8.6代OLED产线3.59亿元洁净包合同。拟募资不超12亿元定增强化交付能力。长鑫科技IPO注册+长江存储辅导→晶圆厂扩产洁净室订单前置。2026-06-15、06-24两次涨停(32.37元)。
116645	消息称台积电先进制程代工将全线涨价	MicroLED光互连+显示驱动芯片+一季报增长行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年4月25日年报及5月12日投资者关系活动记录表，公司深度转化并复用微显示领域核心积累，延伸布局Micro LED光互连新赛道，拟为AI数据中心提供低功耗、高带宽光互连模组，切入AI算力光通信基建网络。 2、据2026年5月12日投资者关系活动记录表，公司自2026年4月1日起对主营产品进行价格调涨；公司致力于提供全尺寸显示解决方案，分离型产品2025年度营收同比增长103.76%。 3、据2026年5月12日投资者关系活动记录表，公司2026年一季度归母净利润537万元，同比增长145.69%；并拟向全体股东每10股派发现金红利0.45元。	公司主营业务聚焦于显示芯片	2026-03-03\|36.15\|-1.50\|36.93\|36.94\|33.90\|229459;2026-03-04\|34.88\|-3.51\|35.79\|36.33\|34.40\|109320;2026-03-05\|35.23\|1.00\|36.00\|37.65\|34.46\|226795;2026-03-06\|34.00\|-3.49\|35.10\|35.30\|32.80\|206191;2026-03-09\|33.96\|-0.12\|33.00\|34.77\|32.44\|138942;2026-03-10\|34.18\|0.65\|34.30\|34.61\|33.39\|107038;2026-03-11\|32.84\|-3.92\|34.00\|34.78\|32.60\|106711;2026-03-12\|33.39\|1.67\|32.84\|34.50\|32.49\|124024;2026-03-13\|34.05\|1.98\|33.38\|34.88\|32.93\|148613;2026-03-16\|34.16\|0.32\|33.92\|34.18\|32.58\|105827;2026-03-17\|33.69\|-1.38\|34.18\|35.05\|33.50\|108429;2026-03-18\|34.50\|2.40\|33.80\|34.63\|33.30\|115447;2026-03-19\|32.64\|-5.39\|33.50\|35.15\|32.51\|134403;2026-03-20\|30.67\|-6.04\|32.69\|33.33\|30.19\|123063;2026-03-23\|28.70\|-6.42\|30.21\|30.67\|28.56\|109258;2026-03-24\|29.50\|2.79\|29.40\|29.82\|28.63\|99567;2026-03-25\|30.06\|1.90\|29.90\|30.53\|29.60\|83040;2026-03-26\|29.00\|-3.53\|30.00\|30.48\|28.77\|66790;2026-03-27\|29.91\|3.14\|28.67\|30.26\|28.18\|68053;2026-03-30\|29.66\|-0.84\|29.50\|30.15\|28.94\|66331;2026-03-31\|29.60\|-0.20\|29.48\|30.97\|29.48\|82875;2026-04-01\|30.58\|3.31\|30.08\|30.93\|29.32\|100654;2026-04-02\|28.74\|-6.02\|30.38\|30.38\|28.50\|70988;2026-04-03\|28.68\|-0.21\|28.74\|29.29\|28.51\|40548;2026-04-07\|28.51\|-0.59\|28.68\|29.33\|28.34\|37078;2026-04-08\|30.98\|8.66\|29.08\|31.30\|29.08\|97440;2026-04-09\|32.03\|3.39\|30.48\|32.99\|30.34\|168267;2026-04-10\|32.20\|0.53\|32.03\|32.92\|31.70\|129555;2026-04-13\|32.45\|0.78\|31.66\|32.80\|31.22\|111972;2026-04-14\|32.18\|-0.83\|32.45\|32.92\|31.90\|105358;2026-04-15\|31.18\|-3.11\|32.45\|32.68\|30.90\|77903;2026-04-16\|32.35\|3.75\|30.56\|32.60\|30.56\|81845;2026-04-17\|31.07\|-3.96\|32.34\|32.48\|30.99\|75970;2026-04-20\|32.08\|3.25\|30.89\|32.38\|30.62\|81658;2026-04-21\|31.73\|-1.09\|32.12\|32.22\|31.20\|79899;2026-04-22\|31.57\|-0.50\|31.69\|32.00\|31.02\|88972;2026-04-23\|31.46\|-0.35\|31.57\|31.98\|30.61\|83226;2026-04-24\|31.27\|-0.60\|31.22\|31.98\|30.98\|86261;2026-04-27\|34.26\|9.56\|32.10\|35.02\|31.66\|187524;2026-04-28\|30.84\|-9.98\|34.18\|34.18\|30.43\|178246;2026-04-29\|31.08\|0.78\|30.38\|31.61\|29.23\|132069;2026-04-30\|32.94\|5.98\|31.00\|33.05\|30.85\|110658;2026-05-06\|34.34\|4.25\|35.00\|35.63\|33.35\|173460;2026-05-07\|39.94\|16.31\|34.54\|40.20\|34.48\|211682;2026-05-08\|37.81\|-5.33\|38.74\|39.28\|37.60\|158074;2026-05-11\|39.78\|5.21\|39.20\|40.12\|37.87\|171878;2026-05-12\|38.86\|-2.31\|39.15\|40.52\|38.25\|132713;2026-05-13\|38.88\|0.05\|38.00\|39.01\|37.00\|111105;2026-05-14\|39.01\|0.33\|38.95\|40.33\|37.96\|130058;2026-05-15\|39.28\|0.69\|38.48\|42.20\|38.40\|171666;2026-05-18\|38.92\|-0.92\|39.28\|39.50\|37.71\|126069;2026-05-19\|41.00\|5.34\|38.92\|41.50\|38.32\|226356;2026-05-20\|42.60\|3.90\|41.00\|42.76\|39.50\|304410;2026-05-21\|40.02\|-6.06\|45.00\|47.00\|39.93\|384050;2026-05-22\|41.98\|4.90\|39.25\|42.68\|37.90\|321561;2026-05-25\|40.15\|-4.36\|41.98\|41.98\|38.99\|267100;2026-05-26\|42.80\|6.60\|40.09\|44.49\|39.80\|351525;2026-05-27\|40.13\|-6.24\|42.68\|42.75\|39.66\|267524;2026-05-28\|40.96\|2.07\|39.50\|42.48\|38.70\|186095;2026-05-29\|37.60\|-8.20\|41.10\|42.40\|37.00\|200918;2026-06-01\|34.85\|-7.31\|37.92\|38.41\|34.47\|264096;2026-06-02\|35.71\|2.47\|35.22\|37.52\|34.22\|214824;2026-06-03\|36.23\|1.46\|36.00\|37.86\|34.22\|281015;2026-06-04\|36.36\|0.36\|35.87\|37.52\|35.00\|162944;2026-06-05\|35.55\|-2.23\|36.48\|37.99\|35.00\|176425;2026-06-08\|31.49\|-11.42\|31.08\|33.58\|30.78\|225621;2026-06-09\|31.20\|-0.92\|32.00\|32.00\|30.00\|164064;2026-06-10\|30.50\|-2.24\|30.88\|31.19\|29.73\|139183;2026-06-11\|28.96\|-5.05\|30.24\|31.01\|28.60\|185185;2026-06-12\|28.01\|-3.28\|29.80\|30.37\|27.17\|205159;2026-06-15\|30.60\|9.25\|28.21\|30.64\|27.60\|217461;2026-06-16\|31.54\|3.07\|30.56\|32.00\|30.43\|156887;2026-06-17\|32.59\|3.33\|31.64\|33.29\|31.04\|173160;2026-06-18\|33.16\|1.75\|32.59\|34.78\|32.22\|175182;2026-06-22\|30.43\|-8.23\|33.28\|33.38\|29.96\|219318;2026-06-23\|29.82\|-2.00\|30.63\|31.72\|29.49\|181208;2026-06-24\|35.78\|19.99\|29.53\|35.78\|28.67\|377341;2026-06-25\|36.61\|2.32\|35.78\|36.93\|34.79\|371940;2026-06-26\|35.41\|-3.28\|36.25\|38.01\|34.99\|276067;2026-06-29\|33.10\|-6.52\|35.41\|35.46\|31.80\|300272;2026-06-30\|38.92\|17.58\|33.24\|39.70\|32.88\|330774;2026-07-01\|38.80\|-0.31\|38.90\|41.60\|38.13\|305923;2026-07-02\|39.94\|2.94\|37.58\|43.18\|36.51\|323689;2026-07-03\|39.07\|-2.18\|40.11\|41.00\|37.82\|258852;2026-07-06\|36.90\|-5.55\|39.68\|39.80\|35.95\|180237;2026-07-07\|37.44\|1.46\|36.90\|39.01\|35.72\|182120;2026-07-08\|35.26\|-5.82\|37.81\|38.20\|34.56\|195716;2026-07-09\|36.00\|2.10\|35.70\|36.28\|34.47\|149600;2026-07-10\|33.77\|-6.19\|36.65\|37.01\|33.50\|19457851	国产显示驱动IC（DDIC）设计龙头（整合型/分离型AMOLED DDIC），受益国产面板供应链重塑。催化：半导体设计板块随兆易创新/聚辰股份联动大涨；显示驱动IC景气底部回暖；小市值科创板20CM弹性。2026-06-24 20CM涨停。
116644	消息称台积电先进制程代工将全线涨价	光刻胶+PEI材料+央企增持行业原因：华泰证券指出，存储行业正快速增长，伴随当前晶圆厂、存储企业等扩产，以及芯片向新型存储技术、先进制程、先进封装等发展，全球半导体材料市场有望迎来快速增长。公司原因： 1、据2026年6月23日互动易，公司半导体用光刻胶单体、光刻胶树脂、光致产酸剂等产品主要作为上游原料用于下游客户KrF光刻胶、ArF光刻胶研发与生产。公司已开发超300种化合物，万润工业园二期C05项目包含半导体光刻胶用相关材料产能约751吨/年，项目已开始建设，争取今年年底前后完成建设。 2、据2026年6月18日互动易，公司年产能1,500吨的PEI聚醚酰亚胺产品量产线已投入试生产。据2026年4月25日年报，该材料主要应用于光纤连接器及航空航天复合材料等领域。 3、据2026年5月26日公告，控股股东中国节能环保集团自2025年11月24日起6个月内增持计划期限届满并实施完成，增持金额为人民币725,737,870元。据2026年6月2日公告，公司已办理完毕7,059,200股回购股份的注销手续。	公司在半导体制造领域的相关产品主要包括光刻胶单体与光刻胶树脂，互动平台披露，目前已完成了部分光致产酸剂产品的开发，该产品用于半导体光刻胶领域，正在积极开展下游市场推广工作	2026-03-03\|16.84\|-4.64\|17.67\|17.79\|16.75\|305169;2026-03-04\|16.64\|-1.19\|16.65\|17.14\|16.56\|197540;2026-03-05\|16.91\|1.62\|16.95\|17.21\|16.82\|148542;2026-03-06\|16.79\|-0.71\|16.92\|16.99\|16.71\|137828;2026-03-09\|16.50\|-1.73\|16.52\|16.61\|16.11\|209136;2026-03-10\|16.83\|2.00\|16.69\|16.89\|16.69\|121216;2026-03-11\|16.85\|0.12\|16.85\|17.08\|16.72\|118790;2026-03-12\|16.70\|-0.89\|16.79\|16.92\|16.59\|112338;2026-03-13\|16.63\|-0.42\|16.65\|16.98\|16.56\|134877;2026-03-16\|16.57\|-0.36\|16.69\|16.77\|16.32\|117712;2026-03-17\|16.07\|-3.02\|16.68\|16.73\|16.05\|137825;2026-03-18\|16.20\|0.81\|16.15\|16.25\|15.97\|102656;2026-03-19\|15.53\|-4.14\|15.99\|16.04\|15.40\|170044;2026-03-20\|15.66\|0.84\|15.70\|15.93\|15.63\|149879;2026-03-23\|14.83\|-5.30\|15.30\|15.39\|14.67\|198795;2026-03-24\|15.36\|3.57\|15.09\|15.40\|14.86\|143811;2026-03-25\|15.60\|1.56\|15.51\|15.68\|15.40\|101628;2026-03-26\|15.43\|-1.09\|15.60\|15.69\|15.35\|74790;2026-03-27\|15.73\|1.94\|15.13\|15.85\|15.12\|117354;2026-03-30\|15.88\|0.95\|15.47\|15.94\|15.45\|103015;2026-03-31\|15.53\|-2.20\|15.85\|15.90\|15.52\|80063;2026-04-01\|15.81\|1.80\|15.81\|15.86\|15.64\|83312;2026-04-02\|15.79\|-0.13\|15.83\|16.10\|15.68\|103943;2026-04-03\|15.56\|-1.46\|15.80\|15.88\|15.53\|82470;2026-04-07\|15.85\|1.86\|15.60\|15.92\|15.60\|83295;2026-04-08\|16.28\|2.71\|16.26\|16.35\|16.13\|127292;2026-04-09\|16.28\|0.00\|16.20\|16.54\|16.15\|128862;2026-04-10\|16.28\|0.00\|16.38\|16.49\|16.23\|120265;2026-04-13\|16.71\|2.64\|16.18\|16.87\|16.17\|168695;2026-04-14\|16.71\|0.00\|16.76\|16.79\|16.52\|131586;2026-04-15\|16.47\|-1.44\|16.72\|16.87\|16.46\|119132;2026-04-16\|16.53\|0.36\|16.48\|16.60\|16.34\|93977;2026-04-17\|16.81\|1.69\|16.54\|16.92\|16.48\|125086;2026-04-20\|16.75\|-0.36\|16.75\|16.87\|16.66\|120328;2026-04-21\|16.87\|0.72\|16.75\|16.98\|16.63\|124620;2026-04-22\|17.01\|0.83\|16.78\|17.07\|16.75\|128253;2026-04-23\|16.78\|-1.35\|17.02\|17.18\|16.67\|148275;2026-04-24\|16.72\|-0.36\|16.72\|16.94\|16.64\|119299;2026-04-27\|16.86\|0.84\|16.71\|17.04\|16.61\|150254;2026-04-28\|16.36\|-2.97\|16.80\|16.86\|16.32\|181948;2026-04-29\|16.52\|0.98\|16.36\|16.62\|16.16\|129078;2026-04-30\|16.56\|0.24\|16.53\|16.65\|16.38\|104260;2026-05-06\|16.79\|1.39\|16.67\|17.02\|16.67\|151933;2026-05-07\|17.14\|2.08\|16.75\|17.24\|16.63\|215644;2026-05-08\|16.92\|-1.28\|17.07\|17.07\|16.79\|168325;2026-05-11\|17.31\|2.31\|17.06\|17.43\|16.97\|201598;2026-05-12\|17.10\|-1.21\|17.30\|17.30\|16.92\|155350;2026-05-13\|17.43\|1.93\|16.93\|17.43\|16.81\|197354;2026-05-14\|17.34\|-0.52\|17.43\|17.67\|16.99\|257093;2026-05-15\|18.08\|4.27\|17.36\|18.40\|17.36\|454829;2026-05-18\|17.94\|-0.77\|17.96\|18.14\|17.56\|292992;2026-05-19\|17.99\|0.28\|17.83\|18.00\|17.39\|267609;2026-05-20\|18.23\|1.33\|17.91\|18.60\|17.81\|382105;2026-05-21\|16.83\|-7.68\|18.35\|18.51\|16.79\|536366;2026-05-22\|17.31\|2.85\|16.96\|17.36\|16.86\|313458;2026-05-25\|17.47\|0.92\|17.35\|17.64\|17.00\|258689;2026-05-26\|17.23\|-1.37\|17.64\|17.64\|16.90\|248135;2026-05-27\|16.57\|-3.83\|17.26\|17.64\|16.47\|336110;2026-05-28\|16.50\|-0.42\|16.40\|16.60\|15.92\|268369;2026-05-29\|14.85\|-10.00\|16.45\|16.45\|14.85\|431984;2026-06-01\|14.57\|-1.89\|14.73\|15.04\|14.49\|251561;2026-06-02\|14.29\|-1.92\|14.53\|14.61\|14.14\|200211;2026-06-03\|14.34\|0.35\|14.32\|14.70\|14.18\|229185;2026-06-04\|14.32\|-0.14\|14.16\|14.50\|14.06\|159413;2026-06-05\|14.41\|0.63\|14.25\|14.80\|13.58\|304157;2026-06-08\|13.72\|-4.79\|14.00\|14.36\|13.58\|220687;2026-06-09\|14.37\|4.74\|13.88\|14.42\|13.57\|207870;2026-06-10\|14.63\|1.81\|14.15\|14.77\|14.10\|248690;2026-06-11\|15.46\|6.55\|14.48\|15.80\|14.34\|489526;2026-06-12\|14.86\|-3.88\|15.60\|16.03\|14.79\|435119;2026-06-15\|16.12\|8.48\|15.09\|16.21\|14.97\|390149;2026-06-16\|16.90\|4.84\|16.14\|17.09\|16.00\|407990;2026-06-17\|17.64\|4.38\|16.90\|17.84\|16.79\|398222;2026-06-18\|17.72\|0.45\|17.56\|17.87\|17.26\|338491;2026-06-22\|17.81\|0.51\|17.60\|17.95\|17.37\|331724;2026-06-23\|17.74\|-0.39\|17.77\|18.12\|17.33\|316632;2026-06-24\|19.51\|9.98\|17.77\|19.51\|17.48\|521598;2026-06-25\|19.08\|-2.20\|20.09\|20.43\|18.84\|545924;2026-06-26\|19.44\|1.89\|19.11\|20.45\|19.11\|496781;2026-06-29\|19.62\|0.93\|19.98\|20.60\|18.95\|590608;2026-06-30\|20.95\|6.78\|19.52\|21.16\|19.46\|555494;2026-07-01\|21.82\|4.15\|21.00\|22.22\|20.81\|573787;2026-07-02\|21.00\|-3.76\|21.00\|21.90\|20.05\|470415;2026-07-03\|20.25\|-3.57\|20.56\|21.35\|19.90\|424188;2026-07-06\|20.00\|-1.23\|20.32\|20.58\|19.38\|345820;2026-07-07\|20.22\|1.10\|19.68\|20.39\|19.53\|279393;2026-07-08\|18.90\|-6.53\|20.04\|20.36\|18.88\|385464;2026-07-09\|19.14\|1.27\|18.89\|19.17\|18.54\|304017;2026-07-10\|17.92\|-6.37\|19.09\|19.58\|17.92\|400710	电子化学品平台+钙钛矿/固态电池材料+OLED/光刻胶上游。实控人中国节能环保集团。钙钛矿光伏用胶膜已完成开发并送样验证；1500吨/年PEI产线试生产，下游用于光纤连接器、AI服务器高频PCB基材；子公司九目化学是OLED升华前材料龙头（全球市占率20%+）；启动硫化物固态电解质中试线建设。2026Q1营收同比+17.89%、净利+9.96%。2026-06-24涨停(19.51元)，主力净流入约1.57亿。
116643	消息称台积电先进制程代工将全线涨价	涨停揭秘：国内唯一具备光刻物镜研发制造能力企业，直接受益于半导体设备零部件国产替代与台积电涨价传导；涨停缘由：为ASML提供光刻机核心光学部件，技术壁垒极高；在高端显微镜、激光雷达光学元件领域持续放量；设备零部件国产化政策支持力度加大；资金逻辑：设备链情绪升温带动上游精密光学标的，同属光学赛道的腾景科技、福晶科技同步活跃，资金聚焦高壁垒环节；风险提示：光刻物镜收入占比较小且客户集中度高；短期业绩弹性受限于ASML订单节奏，缺乏明确量产公告支撑	公司能提供光刻物镜	2026-03-03\|119.69\|-5.28\|126.70\|128.46\|119.01\|17915;2026-03-04\|116.80\|-2.41\|118.95\|120.49\|116.19\|12899;2026-03-05\|122.92\|5.24\|121.28\|127.98\|120.10\|20452;2026-03-06\|119.39\|-2.87\|122.76\|123.39\|118.90\|14687;2026-03-09\|116.74\|-2.22\|117.00\|117.45\|113.34\|16574;2026-03-10\|123.87\|6.11\|117.67\|123.93\|117.66\|15641;2026-03-11\|121.10\|-2.24\|122.80\|125.50\|121.00\|13740;2026-03-12\|118.69\|-1.99\|120.60\|121.97\|117.83\|12218;2026-03-13\|115.88\|-2.37\|117.39\|119.49\|115.70\|10200;2026-03-16\|116.21\|0.28\|115.60\|117.44\|113.58\|9227;2026-03-17\|113.78\|-2.09\|118.37\|118.68\|113.36\|10736;2026-03-18\|114.20\|0.37\|112.95\|114.80\|112.70\|8026;2026-03-19\|110.95\|-2.85\|112.70\|113.91\|110.35\|10694;2026-03-20\|109.70\|-1.13\|113.17\|113.96\|109.00\|8405;2026-03-23\|100.31\|-8.56\|106.51\|109.54\|99.16\|16439;2026-03-24\|101.44\|1.13\|102.00\|102.27\|98.54\|15801;2026-03-25\|103.30\|1.83\|102.23\|104.93\|101.52\|16338;2026-03-26\|100.60\|-2.61\|103.30\|103.99\|99.87\|10984;2026-03-27\|102.40\|1.79\|99.20\|103.60\|99.20\|9642;2026-03-30\|102.28\|-0.12\|101.00\|103.32\|99.89\|10171;2026-03-31\|99.00\|-3.21\|101.97\|103.09\|99.00\|9214;2026-04-01\|102.63\|3.67\|101.66\|103.00\|100.45\|12487;2026-04-02\|100.99\|-1.60\|102.77\|103.20\|100.10\|8251;2026-04-03\|104.99\|3.96\|101.17\|107.26\|100.82\|16541;2026-04-07\|104.00\|-0.94\|104.99\|105.88\|101.50\|16767;2026-04-08\|106.97\|2.86\|106.48\|107.56\|104.45\|16207;2026-04-09\|111.25\|4.00\|105.87\|117.31\|105.37\|30011;2026-04-10\|109.46\|-1.61\|111.34\|111.80\|109.06\|16671;2026-04-13\|108.50\|-0.88\|108.80\|109.85\|107.30\|13117;2026-04-14\|109.58\|1.00\|109.35\|111.00\|107.32\|20938;2026-04-15\|109.03\|-0.50\|110.76\|112.69\|108.60\|19143;2026-04-16\|110.72\|1.55\|109.39\|111.11\|108.32\|14452;2026-04-17\|112.69\|1.78\|110.20\|112.95\|109.51\|12353;2026-04-20\|112.80\|0.10\|112.74\|114.89\|111.00\|15772;2026-04-21\|116.28\|3.09\|112.20\|116.73\|112.03\|21666;2026-04-22\|121.35\|4.36\|114.90\|122.76\|114.90\|25568;2026-04-23\|118.93\|-1.99\|120.20\|122.00\|117.29\|17131;2026-04-24\|115.14\|-3.19\|115.00\|121.43\|114.00\|36488;2026-04-27\|117.33\|1.90\|116.10\|119.21\|113.51\|27987;2026-04-28\|115.25\|-1.77\|116.46\|119.75\|114.36\|16726;2026-04-29\|113.94\|-1.14\|114.43\|116.68\|113.50\|15694;2026-04-30\|114.76\|0.72\|113.80\|115.37\|113.01\|11935;2026-05-06\|121.52\|5.89\|115.99\|125.50\|114.63\|35065;2026-05-07\|125.63\|3.38\|121.50\|130.00\|119.80\|33039;2026-05-08\|130.28\|3.70\|125.20\|131.98\|124.02\|32561;2026-05-11\|141.00\|8.23\|131.50\|142.63\|131.50\|42748;2026-05-12\|138.18\|-2.00\|140.99\|142.50\|135.87\|26144;2026-05-13\|141.51\|2.41\|136.32\|142.98\|134.35\|34942;2026-05-14\|141.48\|-0.02\|141.51\|145.88\|138.18\|26127;2026-05-15\|140.45\|-0.73\|143.48\|147.80\|138.60\|25480;2026-05-18\|140.90\|0.32\|138.00\|141.68\|135.00\|37444;2026-05-19\|145.49\|3.26\|140.10\|146.91\|139.99\|30659;2026-05-20\|151.40\|4.06\|144.34\|152.76\|143.50\|39036;2026-05-21\|145.35\|-4.00\|151.40\|153.99\|144.20\|25475;2026-05-22\|147.51\|1.49\|146.22\|149.39\|144.00\|20317;2026-05-25\|143.37\|-2.81\|147.90\|149.00\|142.03\|22596;2026-05-26\|141.01\|-1.65\|142.93\|143.56\|137.10\|23993;2026-05-27\|139.58\|-1.01\|142.64\|146.70\|138.22\|18162;2026-05-28\|140.32\|0.53\|138.83\|141.38\|135.99\|17128;2026-05-29\|130.98\|-6.66\|141.97\|141.97\|129.44\|23672;2026-06-01\|125.82\|-3.94\|130.98\|132.50\|125.55\|17498;2026-06-02\|124.50\|-1.05\|125.80\|127.35\|123.01\|14127;2026-06-03\|123.66\|-0.67\|126.00\|126.90\|121.88\|18816;2026-06-04\|123.74\|0.06\|121.84\|125.50\|121.00\|10491;2026-06-05\|123.83\|0.07\|124.00\|126.73\|120.05\|14904;2026-06-08\|115.68\|-6.58\|117.81\|120.99\|113.15\|21018;2026-06-09\|119.23\|3.07\|117.75\|119.42\|115.62\|13619;2026-06-10\|117.67\|-1.31\|119.00\|119.00\|115.51\|9987;2026-06-11\|117.96\|0.25\|115.00\|121.00\|115.00\|14759;2026-06-12\|117.30\|-0.56\|120.99\|122.79\|116.95\|13120;2026-06-15\|122.15\|4.13\|117.30\|122.25\|116.01\|15571;2026-06-16\|124.02\|1.53\|122.32\|124.39\|120.28\|15901;2026-06-17\|126.26\|2.55\|121.39\|126.31\|121.22\|18571;2026-06-18\|124.90\|-1.08\|126.17\|126.17\|122.64\|19387;2026-06-22\|117.49\|-5.93\|124.90\|124.90\|114.39\|33006;2026-06-23\|120.81\|2.83\|117.49\|122.00\|115.00\|21991;2026-06-24\|132.89\|10.00\|120.00\|132.89\|117.85\|32310;2026-06-25\|131.30\|-1.20\|136.88\|136.88\|129.63\|32532;2026-06-26\|137.76\|4.92\|130.76\|139.80\|129.63\|39677;2026-06-29\|141.60\|2.79\|136.03\|142.86\|134.52\|42649;2026-06-30\|146.95\|3.78\|140.00\|146.98\|136.23\|39756;2026-07-01\|139.10\|-5.34\|146.97\|146.98\|137.70\|28457;2026-07-02\|133.32\|-4.16\|134.08\|140.00\|132.61\|21774;2026-07-03\|127.11\|-4.66\|134.00\|134.96\|127.02\|22956;2026-07-06\|121.05\|-4.77\|128.52\|129.16\|119.20\|21355;2026-07-07\|122.76\|1.41\|122.26\|124.89\|119.05\|15674;2026-07-08\|120.56\|-1.79\|122.58\|123.76\|116.31\|12522;2026-07-09\|123.20\|2.19\|120.28\|123.83\|118.20\|14161;2026-07-10\|120.85\|-1.91\|123.27\|128.50\|120.78\|16836	激光雷达光学元件龙头+光刻机/半导体检测镜头+医疗光学。为禾赛科技、图达通、法雷奥等供应激光雷达发射/接收光学元件，已批量用于L3/L4自动驾驶。LDI光刻机镜头及光刻检测系统核心光学模组切入PCB光刻设备及半导体检测供应链。收购江丰生物22.5%布局数字病理AI。2025年度分红率45.33%。2026-06-24涨停(132.89元)。
116642	消息称台积电先进制程代工将全线涨价	算力租赁+光模块+英伟达+武汉国资行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年4月29日年报，公司已构建以航锦武汉从事算力服务、上海航锦云从事云业务的全域矩阵式产品及服务体系，为各类用户提供全栈式解决方案。 2、据2025年7月15日互动易，控股子公司超擎数智的800G光模块产品面向数据中心及高性能计算领域，是整体解决方案的重要部分。 3、据2026年6月24日互动易，公司采用英伟达高性能服务器为客户提供算力服务。 4、据2026年4月29日年报及一季报，公司智算算力、电子、化工三大板块协同发展，2026年一季度归母净利润同比增长213.64%；公司实控人为武汉市国资委。	1、公司是一家在国产军工芯片领域具有重要地位的企业，旗下子公司长沙韶光研发的高性能 GPU 芯片 SG6931 支持 2D/3D 图形加速等功能，还有反熔丝 FPGA 芯片因抗辐射等特性用于战机等关键设备，此外公司产品还涵盖模拟芯片、存储芯片、总线接口芯片等； 2、公司智算算力板块已部署GPU服务器集群，自持服务器约1400台、运算能力1.5万P，为多家大型终端客户提供算力租赁及全栈解决方案，旗下超擎数智为DeepSeek提供光模块和交换机	2026-03-03\|21.33\|-7.66\|23.20\|23.30\|21.03\|443225;2026-03-04\|21.68\|1.64\|20.90\|22.07\|20.89\|271473;2026-03-05\|21.60\|-0.37\|22.02\|22.15\|21.12\|311438;2026-03-06\|23.76\|10.00\|21.47\|23.76\|21.40\|432672;2026-03-09\|24.31\|2.31\|24.45\|25.90\|23.51\|1068630;2026-03-10\|24.10\|-0.86\|24.32\|24.68\|23.66\|709026;2026-03-11\|23.98\|-0.50\|23.83\|24.25\|23.79\|455781;2026-03-12\|24.98\|4.17\|23.98\|25.68\|23.85\|856221;2026-03-13\|23.57\|-5.64\|24.30\|24.45\|23.46\|502334;2026-03-16\|23.41\|-0.68\|23.03\|23.68\|22.60\|281597;2026-03-17\|22.65\|-3.25\|23.63\|23.79\|22.60\|305105;2026-03-18\|24.12\|6.49\|22.80\|24.92\|22.48\|736370;2026-03-19\|24.00\|-0.50\|23.40\|24.66\|23.40\|593122;2026-03-20\|22.51\|-6.21\|24.09\|24.10\|22.51\|409149;2026-03-23\|21.19\|-5.86\|22.04\|22.50\|21.01\|332996;2026-03-24\|21.46\|1.27\|21.63\|21.66\|20.40\|328167;2026-03-25\|22.31\|3.96\|21.48\|22.76\|21.48\|339484;2026-03-26\|21.14\|-5.24\|22.28\|22.28\|20.91\|282435;2026-03-27\|21.36\|1.04\|20.60\|21.88\|20.53\|260682;2026-03-30\|21.45\|0.42\|21.12\|21.98\|20.20\|294750;2026-03-31\|21.04\|-1.91\|21.30\|21.96\|21.04\|212192;2026-04-01\|21.23\|0.90\|21.43\|21.68\|21.01\|233243;2026-04-02\|19.88\|-6.36\|21.06\|21.15\|19.82\|338681;2026-04-03\|19.29\|-2.97\|20.19\|20.40\|19.19\|225867;2026-04-07\|17.36\|-10.01\|17.36\|17.36\|17.36\|30051;2026-04-08\|15.62\|-10.02\|15.62\|15.62\|15.62\|198534;2026-04-09\|15.36\|-1.66\|15.63\|16.05\|15.04\|1077434;2026-04-10\|14.74\|-4.04\|15.02\|15.29\|14.60\|756510;2026-04-13\|15.09\|2.37\|14.54\|15.15\|14.53\|524237;2026-04-14\|14.85\|-1.59\|15.15\|15.31\|14.64\|479642;2026-04-15\|14.42\|-2.90\|14.85\|14.88\|14.41\|402563;2026-04-16\|15.00\|4.02\|14.41\|15.05\|14.31\|498680;2026-04-17\|14.93\|-0.47\|14.91\|14.99\|14.55\|345478;2026-04-20\|14.98\|0.33\|14.90\|15.13\|14.83\|278299;2026-04-21\|14.45\|-3.54\|14.98\|14.98\|14.40\|326814;2026-04-22\|14.51\|0.42\|14.38\|14.52\|13.88\|392698;2026-04-23\|14.65\|0.96\|14.51\|14.94\|14.43\|380979;2026-04-24\|14.56\|-0.61\|14.50\|14.88\|14.30\|353402;2026-04-27\|14.09\|-3.23\|14.42\|14.43\|13.18\|414243;2026-04-28\|14.02\|-0.50\|13.99\|14.17\|13.83\|267147;2026-04-29\|15.42\|9.99\|14.35\|15.42\|14.30\|756051;2026-04-30\|15.32\|-0.65\|16.00\|16.41\|15.30\|754696;2026-05-06\|16.85\|9.99\|15.65\|16.85\|15.65\|535028;2026-05-07\|18.54\|10.03\|17.69\|18.54\|17.50\|571038;2026-05-08\|18.82\|1.51\|19.00\|19.64\|18.61\|1137634;2026-05-11\|18.14\|-3.61\|18.49\|18.67\|17.57\|748288;2026-05-12\|17.46\|-3.75\|18.04\|18.14\|17.38\|490356;2026-05-13\|17.73\|1.55\|17.46\|17.97\|17.15\|451777;2026-05-14\|17.55\|-1.02\|18.00\|18.40\|17.51\|616632;2026-05-15\|16.75\|-4.56\|17.77\|18.05\|16.60\|540280;2026-05-18\|16.34\|-2.45\|16.76\|17.20\|16.19\|366298;2026-05-19\|16.51\|1.04\|16.32\|16.79\|16.10\|303765;2026-05-20\|15.68\|-5.03\|16.30\|16.44\|15.67\|319058;2026-05-21\|14.62\|-6.76\|15.85\|15.85\|14.56\|376065;2026-05-22\|16.08\|9.99\|14.80\|16.08\|14.56\|472752;2026-05-25\|16.34\|1.62\|16.78\|16.78\|16.09\|415576;2026-05-26\|15.67\|-4.10\|16.34\|16.35\|15.39\|319985;2026-05-27\|15.01\|-4.21\|15.70\|15.75\|14.89\|285032;2026-05-28\|15.20\|1.27\|14.96\|15.44\|14.80\|274067;2026-05-29\|14.46\|-4.87\|15.12\|15.37\|14.37\|262890;2026-06-01\|14.46\|0.00\|14.54\|14.65\|14.26\|183930;2026-06-02\|14.14\|-2.21\|14.40\|14.40\|13.80\|206502;2026-06-03\|14.03\|-0.78\|14.08\|14.29\|13.87\|167983;2026-06-04\|13.66\|-2.64\|13.80\|13.97\|13.55\|170198;2026-06-05\|13.70\|0.29\|13.66\|13.96\|13.24\|208267;2026-06-08\|12.92\|-5.69\|13.20\|13.46\|12.75\|227470;2026-06-09\|13.17\|1.94\|13.01\|13.19\|12.54\|177577;2026-06-10\|12.89\|-2.13\|12.91\|13.34\|12.75\|154112;2026-06-11\|12.41\|-3.72\|12.90\|13.12\|12.32\|202719;2026-06-12\|12.39\|-0.16\|12.50\|12.59\|12.14\|277597;2026-06-15\|12.85\|3.71\|12.40\|12.91\|12.33\|218736;2026-06-16\|12.92\|0.54\|12.80\|13.07\|12.52\|179050;2026-06-17\|12.71\|-1.63\|12.95\|13.09\|12.63\|159731;2026-06-18\|12.35\|-2.83\|12.59\|12.64\|12.34\|160183;2026-06-22\|12.71\|2.92\|12.16\|12.74\|11.95\|271582;2026-06-23\|12.24\|-3.70\|12.59\|12.72\|12.16\|165010;2026-06-24\|13.46\|9.97\|12.20\|13.46\|11.77\|460735;2026-06-25\|14.81\|10.03\|13.92\|14.81\|13.92\|205705;2026-06-26\|13.97\|-5.67\|15.55\|15.75\|13.71\|958782;2026-06-29\|13.20\|-5.51\|13.47\|14.19\|13.02\|529991;2026-06-30\|14.52\|10.00\|13.08\|14.52\|12.67\|515864;2026-07-01\|14.85\|2.27\|14.55\|15.18\|14.26\|768459;2026-07-02\|15.02\|1.14\|14.37\|15.44\|14.15\|637426;2026-07-03\|14.58\|-2.93\|14.82\|15.10\|14.30\|450878;2026-07-06\|15.41\|5.69\|14.67\|15.69\|14.66\|598696;2026-07-07\|15.56\|0.97\|16.95\|16.95\|15.20\|858417;2026-07-08\|14.19\|-8.80\|15.65\|15.67\|14.00\|620123;2026-07-09\|14.02\|-1.20\|13.85\|14.65\|13.58\|467358;2026-07-10\|14.23\|1.50\|13.75\|14.67\|13.61\|521587	算力GPU+军工电子+氢能源。子公司长沙韶光、武汉导航院布局GPU/FPGA及AI算力芯片，被市场视为英伟达替代预期标的，叠加东数西算、算力租赁概念反复活跃。军工电子：主营环氧丙烷+军工元器件（集成电路、微波组件），具有军工电子白马属性。近期算力硬件（PCB、液冷、光模块）反弹，资金挖掘超跌老妖股做反弹，叠加部分资金博弈中报预期或资产重组预期。2026-06-25涨停(14.81元)。
116641	消息称台积电先进制程代工将全线涨价	涨停揭秘：公司SPD5 EEPROM产品通过澜起科技及内存模组厂商测试认证，叠加闪迪股价创历史新高，存储芯片板块情绪回暖，带动EEPROM龙头上涨；涨停缘由：SPD5 EEPROM及SPD5+TSEEPROM通过下游内存模组厂商认证；DDR5渗透率快速提升拉动配套芯片需求；公司为国内EEPROM绝对龙头，市占率超40%；存储行业库存去化接近尾声；资金逻辑：资金回流半导体细分赛道，公司估值处于历史30%分位，叠加技术面MACD底背离，触发反弹行情；风险提示：SPD芯片单价较低，对整体营收拉动有限；内存模组厂商集中度高，议价能力偏弱。	公司为国内EEPROM龙头，针对最新的DDR5内存技术，公司与澜起科技合作开发的SPD5 EEPROM、SPD5+TSEEPROM产品己通过部分下游内存模组厂商的测试认证	2026-03-03\|127.55\|-7.17\|138.53\|138.86\|127.30\|85568;2026-03-04\|128.51\|0.75\|129.25\|133.38\|128.11\|80814;2026-03-05\|129.65\|0.89\|132.50\|134.99\|128.51\|71210;2026-03-06\|131.70\|1.58\|128.80\|132.60\|128.33\|56076;2026-03-09\|129.40\|-1.75\|127.00\|130.00\|124.00\|53896;2026-03-10\|133.23\|2.96\|133.62\|134.41\|130.72\|57364;2026-03-11\|131.12\|-1.58\|134.60\|135.08\|130.50\|52517;2026-03-12\|129.30\|-1.39\|130.50\|133.66\|127.88\|38396;2026-03-13\|128.43\|-0.67\|128.30\|135.45\|127.11\|116653;2026-03-16\|131.39\|2.30\|126.48\|132.16\|126.31\|82780;2026-03-17\|124.80\|-5.02\|131.43\|131.66\|124.80\|63934;2026-03-18\|133.38\|6.88\|127.29\|133.80\|125.65\|114938;2026-03-19\|130.00\|-2.53\|131.51\|135.30\|128.58\|101696;2026-03-20\|124.62\|-4.14\|131.00\|132.02\|123.67\|82619;2026-03-23\|112.00\|-10.13\|120.10\|120.60\|111.13\|111657;2026-03-24\|111.98\|-0.02\|114.24\|114.80\|108.02\|85292;2026-03-25\|114.60\|2.34\|113.01\|117.35\|112.81\|78670;2026-03-26\|109.67\|-4.30\|112.94\|113.53\|109.10\|63195;2026-03-27\|107.30\|-2.16\|107.70\|109.60\|104.50\|82586;2026-03-30\|106.48\|-0.76\|105.18\|107.50\|105.02\|51656;2026-03-31\|103.12\|-3.16\|105.23\|106.60\|103.00\|59505;2026-04-01\|105.63\|2.43\|107.45\|107.90\|103.89\|59513;2026-04-02\|103.30\|-2.21\|106.50\|107.20\|103.01\|57549;2026-04-03\|102.02\|-1.24\|103.30\|104.44\|101.47\|39174;2026-04-07\|101.38\|-0.63\|102.75\|104.98\|101.25\|56356;2026-04-08\|112.80\|11.26\|105.00\|112.88\|104.00\|113210;2026-04-09\|110.90\|-1.68\|109.80\|112.22\|107.72\|94307;2026-04-10\|113.88\|2.69\|113.00\|116.20\|112.38\|91258;2026-04-13\|116.15\|1.99\|113.80\|117.89\|113.49\|96075;2026-04-14\|127.80\|10.03\|118.58\|129.85\|117.30\|179535;2026-04-15\|123.16\|-3.63\|130.80\|130.90\|122.38\|153134;2026-04-16\|123.20\|0.03\|122.22\|125.00\|119.60\|100260;2026-04-17\|121.22\|-1.61\|122.16\|122.18\|119.57\|91605;2026-04-20\|119.83\|-1.15\|120.77\|122.66\|119.11\|89480;2026-04-21\|119.14\|-0.58\|119.77\|120.50\|115.80\|66744;2026-04-22\|125.90\|5.67\|118.99\|126.88\|117.40\|124670;2026-04-23\|121.89\|-3.19\|127.92\|128.85\|120.00\|97858;2026-04-24\|121.50\|-0.32\|122.88\|126.90\|121.00\|96570;2026-04-27\|125.65\|4.01\|123.00\|128.79\|121.68\|127839;2026-04-28\|111.90\|-10.94\|110.00\|116.00\|103.88\|197828;2026-04-29\|112.30\|0.36\|110.34\|114.80\|107.35\|141764;2026-04-30\|123.49\|9.96\|115.60\|129.80\|115.50\|174719;2026-05-06\|131.00\|6.08\|128.70\|136.80\|126.31\|182810;2026-05-07\|134.80\|2.90\|131.68\|137.96\|128.10\|161558;2026-05-08\|130.65\|-3.08\|131.94\|133.90\|129.30\|114206;2026-05-11\|151.53\|15.98\|138.02\|154.19\|136.50\|245474;2026-05-12\|158.70\|4.73\|150.00\|165.87\|148.80\|232570;2026-05-13\|168.36\|6.09\|156.00\|171.26\|151.00\|215267;2026-05-14\|171.70\|1.98\|177.00\|180.88\|169.10\|228378;2026-05-15\|163.00\|-5.07\|178.00\|181.81\|159.50\|206536;2026-05-18\|159.57\|-2.10\|166.00\|166.58\|158.79\|166053;2026-05-19\|164.83\|3.30\|155.58\|165.38\|150.99\|146366;2026-05-20\|165.00\|0.10\|164.00\|167.67\|160.55\|128894;2026-05-21\|153.90\|-6.73\|169.50\|176.50\|153.01\|155396;2026-05-22\|156.58\|1.74\|155.58\|158.50\|151.80\|129315;2026-05-25\|155.37\|-0.77\|156.50\|156.98\|149.71\|130852;2026-05-26\|147.50\|-5.07\|153.00\|154.88\|144.05\|128333;2026-05-27\|141.41\|-4.13\|152.30\|153.00\|140.09\|126145;2026-05-28\|141.47\|0.04\|140.76\|144.50\|137.50\|98586;2026-05-29\|132.97\|-6.01\|142.00\|142.89\|131.00\|113711;2026-06-01\|127.67\|-3.99\|138.00\|140.18\|127.02\|95094;2026-06-02\|127.20\|-0.37\|131.11\|131.11\|123.62\|82571;2026-06-03\|136.28\|7.14\|129.30\|145.55\|128.30\|155313;2026-06-04\|137.60\|0.97\|135.51\|140.21\|134.00\|99181;2026-06-05\|129.58\|-5.83\|132.00\|134.86\|128.60\|94411;2026-06-08\|121.43\|-6.29\|123.00\|125.70\|119.50\|87973;2026-06-09\|126.58\|4.24\|124.30\|127.45\|121.30\|77599;2026-06-10\|123.30\|-2.59\|124.50\|127.44\|120.50\|67010;2026-06-11\|121.00\|-1.87\|123.38\|124.50\|119.70\|60583;2026-06-12\|121.51\|0.42\|126.00\|130.50\|120.79\|109308;2026-06-15\|131.79\|8.46\|123.00\|133.33\|119.86\|109024;2026-06-16\|131.97\|0.14\|133.90\|135.33\|130.53\|84932;2026-06-17\|139.11\|5.41\|130.01\|139.49\|128.21\|140345;2026-06-18\|138.91\|-0.14\|138.00\|141.88\|137.00\|124407;2026-06-22\|136.99\|-1.38\|138.90\|142.56\|131.55\|144022;2026-06-23\|138.23\|0.91\|135.00\|146.66\|130.00\|147535;2026-06-24\|165.88\|20.00\|134.89\|165.88\|134.00\|266658;2026-06-25\|187.80\|13.21\|175.00\|188.50\|170.90\|313793;2026-06-26\|189.44\|0.87\|190.00\|200.00\|184.58\|237944;2026-06-29\|202.00\|6.63\|191.68\|203.87\|182.00\|220267;2026-06-30\|212.60\|5.25\|206.98\|219.80\|195.51\|192963;2026-07-01\|215.00\|1.13\|214.61\|228.98\|211.50\|188939;2026-07-02\|195.99\|-8.84\|199.60\|210.39\|191.03\|164649;2026-07-03\|204.00\|4.09\|191.92\|211.49\|189.00\|147334;2026-07-06\|214.99\|5.39\|210.12\|221.50\|197.77\|180473;2026-07-07\|212.54\|-1.14\|208.00\|212.54\|186.00\|187028;2026-07-08\|191.69\|-9.81\|205.80\|216.70\|190.02\|176131;2026-07-09\|217.12\|13.27\|199.83\|218.65\|185.88\|195460;2026-07-10\|204.01\|-6.04\|218.02\|235.99\|204.01\|17419192	DDR5 SPD EEPROM全球双寡头(与澜起并列)+AI服务器内存配套+车规EEPROM。SPD芯片是每根DDR5必备组件，客户覆盖三星/海力士/美光。AI服务器SPD用量为传统3-4倍(英伟达Rubin单GPU配8颗SPD)，DDR5渗透率2026年逼近90%。新增VPD芯片通过三星认证Q2批量出货，单价毛利率高于SPD。国内唯一全系列车规EEPROM供应商，进入大众/特斯拉/比亚迪/Tier1供应链。长鑫IPO+存储板块重估。2026-06-24 20CM涨停(165.88元)。
116640	消息称台积电先进制程代工将全线涨价	证券+间接持有长鑫存储股份+财富管理+安徽国资行业原因： 1、财政部6月22日公布数据显示，今年前五个月证券交易印花税1262亿元，同比增长88.8%，市场交投活跃为券商业绩提供扎实支撑。 2、硬科技IPO红利持续释放，2026年科创板和创业板已迎来20只新股，长鑫科技等明星项目蓄势待发，券商投行承销与跟投收益增厚预期显著。公司原因： 1、据2026年4月10日互动，公司通过子公司华富瑞兴及华安嘉业，持有安徽安华创新五期风险投资合伙企业(有限合伙)50%份额，该基金持有长鑫存储0.75%股份；公司通过子公司华安嘉业持有安徽皖投安华现代产业投资合伙企业(有限合伙)20%份额，皖投安华专项用于投资国家集成电路产业投资基金二期股份有限公司并持有其3.67%份额，而集成电路基金持有长鑫存储8.73%股份。 2、公司的主营业务是一、二级市场证券投资、交易，以获取手续费及佣金收入、利息收入、投资收益等，公司最终控制人为安徽省国资委。 3、据2025年报，公司财富管理转型成效显著，代销金融产品、投资咨询等高附加值业务保持较快增长，证券自营固定收益投资收益率长期保持业内较高水平。	公司通过安徽安华创新五期及皖投安华参股长鑫科技，截至2025年6月30日，安华创新五期总净值11.52亿元，公司自有资金期末份额50%；公司持有皖投安华20%份额，皖投安华专项用于投资国家集成电路产业投资基金二期股份有限公司	2026-03-03\|6.22\|-1.43\|6.29\|6.37\|6.20\|968942;2026-03-04\|6.06\|-2.57\|6.18\|6.19\|6.03\|869204;2026-03-05\|6.15\|1.49\|6.13\|6.16\|6.08\|566564;2026-03-06\|6.18\|0.49\|6.11\|6.22\|6.10\|889440;2026-03-09\|6.14\|-0.65\|6.11\|6.16\|6.04\|623998;2026-03-10\|6.17\|0.49\|6.17\|6.22\|6.14\|513354;2026-03-11\|6.19\|0.32\|6.17\|6.21\|6.14\|548823;2026-03-12\|6.22\|0.48\|6.18\|6.26\|6.17\|731619;2026-03-13\|6.14\|-1.29\|6.19\|6.23\|6.14\|612032;2026-03-16\|6.14\|0.00\|6.13\|6.16\|6.09\|474282;2026-03-17\|6.14\|0.00\|6.15\|6.27\|6.13\|924629;2026-03-18\|6.15\|0.16\|6.15\|6.17\|6.10\|576337;2026-03-19\|6.01\|-2.28\|6.11\|6.13\|5.98\|805793;2026-03-20\|5.86\|-2.50\|6.02\|6.04\|5.85\|731220;2026-03-23\|5.54\|-5.46\|5.76\|5.78\|5.47\|917039;2026-03-24\|5.64\|1.81\|5.61\|5.65\|5.52\|484154;2026-03-25\|5.71\|1.24\|5.65\|5.74\|5.63\|494739;2026-03-26\|5.60\|-1.93\|5.70\|5.71\|5.58\|454410;2026-03-27\|5.62\|0.36\|5.55\|5.65\|5.53\|411200;2026-03-30\|5.58\|-0.71\|5.54\|5.59\|5.49\|537063;2026-03-31\|5.55\|-0.54\|5.56\|5.67\|5.54\|418729;2026-04-01\|5.62\|1.26\|5.63\|5.66\|5.57\|502095;2026-04-02\|5.54\|-1.42\|5.60\|5.61\|5.51\|412156;2026-04-03\|5.44\|-1.81\|5.54\|5.56\|5.44\|369387;2026-04-07\|5.46\|0.37\|5.46\|5.50\|5.42\|256194;2026-04-08\|5.72\|4.76\|5.55\|5.72\|5.54\|785406;2026-04-09\|5.57\|-2.62\|5.66\|5.66\|5.55\|572950;2026-04-10\|5.69\|2.15\|5.63\|5.82\|5.62\|939848;2026-04-13\|5.71\|0.35\|5.65\|5.76\|5.64\|424902;2026-04-14\|5.76\|0.88\|5.77\|5.79\|5.68\|413228;2026-04-15\|5.72\|-0.69\|5.76\|5.79\|5.71\|359649;2026-04-16\|5.75\|0.52\|5.74\|5.80\|5.72\|532348;2026-04-17\|5.70\|-0.87\|5.75\|5.75\|5.66\|476260;2026-04-20\|5.69\|-0.18\|5.71\|5.72\|5.68\|361283;2026-04-21\|5.62\|-1.23\|5.67\|5.69\|5.60\|475713;2026-04-22\|5.68\|1.07\|5.60\|5.71\|5.59\|451986;2026-04-23\|5.62\|-1.06\|5.67\|5.69\|5.61\|529470;2026-04-24\|5.59\|-0.53\|5.62\|5.62\|5.55\|316967;2026-04-27\|5.60\|0.18\|5.60\|5.68\|5.59\|343122;2026-04-28\|5.67\|1.25\|5.60\|5.74\|5.60\|558287;2026-04-29\|5.54\|-2.29\|5.50\|5.56\|5.45\|935565;2026-04-30\|5.56\|0.36\|5.52\|5.63\|5.51\|472973;2026-05-06\|5.69\|2.34\|5.57\|5.72\|5.57\|650795;2026-05-07\|5.68\|-0.18\|5.72\|5.74\|5.65\|436273;2026-05-08\|5.67\|-0.18\|5.67\|5.70\|5.64\|345346;2026-05-11\|5.81\|2.47\|5.69\|5.83\|5.63\|938792;2026-05-12\|5.82\|0.17\|5.80\|5.88\|5.75\|757109;2026-05-13\|5.86\|0.69\|5.80\|5.87\|5.72\|756662;2026-05-14\|5.87\|0.17\|5.91\|6.09\|5.87\|1483448;2026-05-15\|5.71\|-2.73\|5.87\|5.89\|5.66\|919642;2026-05-18\|6.28\|9.98\|6.24\|6.28\|6.10\|3096254;2026-05-19\|6.26\|-0.32\|6.28\|6.36\|6.12\|2891499;2026-05-20\|6.62\|5.75\|6.35\|6.85\|6.35\|3718826;2026-05-21\|7.12\|7.55\|6.93\|7.28\|6.93\|4599438;2026-05-22\|7.32\|2.81\|7.21\|7.51\|7.04\|3737694;2026-05-25\|7.34\|0.27\|7.40\|7.49\|7.21\|2367480;2026-05-26\|7.57\|3.13\|7.22\|7.74\|7.20\|2997714;2026-05-27\|7.64\|0.92\|7.57\|8.16\|7.56\|2831736;2026-05-28\|7.38\|-3.40\|7.64\|7.80\|7.34\|2208775;2026-05-29\|7.17\|-2.85\|7.37\|7.43\|7.12\|2206838;2026-06-01\|7.23\|0.84\|7.23\|7.56\|7.20\|1775139;2026-06-02\|7.11\|-1.66\|7.27\|7.35\|7.03\|1427859;2026-06-03\|7.44\|4.64\|7.08\|7.69\|7.01\|2438118;2026-06-04\|7.53\|1.21\|7.40\|7.58\|7.30\|1719424;2026-06-05\|7.28\|-3.32\|7.39\|7.52\|7.24\|1658632;2026-06-08\|7.03\|-3.43\|7.06\|7.20\|6.90\|1295058;2026-06-09\|7.05\|0.28\|7.08\|7.15\|6.88\|1178271;2026-06-10\|7.45\|5.67\|6.93\|7.51\|6.89\|2370314;2026-06-11\|7.27\|-2.42\|7.39\|7.46\|7.12\|1531097;2026-06-12\|7.35\|1.10\|7.37\|7.51\|7.29\|2265551;2026-06-15\|7.96\|8.30\|7.44\|8.09\|7.38\|3961702;2026-06-16\|8.39\|5.40\|8.00\|8.43\|7.89\|3497545;2026-06-17\|8.79\|4.77\|8.27\|9.05\|8.26\|2798365;2026-06-18\|8.97\|2.05\|8.77\|9.17\|8.62\|2442943;2026-06-22\|9.52\|6.13\|9.00\|9.66\|9.00\|3210082;2026-06-23\|10.46\|9.87\|9.53\|10.47\|9.43\|5270914;2026-06-24\|11.51\|10.04\|10.20\|11.51\|10.20\|5158388;2026-06-25\|12.05\|4.69\|11.99\|12.65\|11.27\|5505432;2026-06-26\|12.14\|0.75\|12.00\|12.91\|11.91\|5061190;2026-06-29\|11.72\|-3.46\|12.59\|12.84\|11.10\|4972928;2026-06-30\|11.11\|-5.20\|11.47\|11.70\|10.99\|3854309;2026-07-01\|12.22\|9.99\|11.28\|12.22\|11.21\|2135071;2026-07-02\|11.95\|-2.21\|12.49\|12.95\|11.61\|4395753;2026-07-03\|10.82\|-9.46\|11.81\|11.98\|10.82\|3937806;2026-07-06\|10.08\|-6.84\|11.04\|11.18\|10.03\|3174802;2026-07-07\|9.82\|-2.58\|10.01\|10.34\|9.75\|2347265;2026-07-08\|9.18\|-6.52\|9.81\|9.89\|9.13\|2655726;2026-07-09\|10.10\|10.02\|9.78\|10.10\|9.67\|3204070;2026-07-10\|9.43\|-6.63\|10.20\|10.39\|9.42\|3912263	券商+间接持股长鑫/长江存储(存储双巨头影子股)+两融破3万亿。通过参股产业基金间接持有长鑫科技约0.4391%股权(A股券商中间接持股最多之一)，长鑫IPO注册获批带来股权重估。陆家嘴论坛释放科创板利好+两融首破3万亿+券商PB约1.13倍历史低位。推进收购华富基金51%控股权。2025年净利同比+41.92%。近27交易日累计涨幅超100%。2026-06-24涨停(11.51元)。
116639	消息称台积电先进制程代工将全线涨价	商业航天+卫星通信+央企行业原因： 1、据上海证券报1月10日报道，我国2025年12月向ITU申报超20万颗卫星频轨资源，规模空前。 2、据证券时报，当地时间1月9日，美国联邦通信委员会批准下一代卫星星座计划，授权SpaceX在现有已部署8000颗卫星的基础上，增加部署运营7500颗第二代星链卫星，全球获批在轨运行的二代卫星总数超1.5万颗。公司原因： 1、据2025年12月30日互动易，公司Ka波段相控阵天线套片已实现量产，部分射频芯片产品已应用于商业航天领域，但相关销售收入占比较少。 2、据2025年8月28日公告，公司在射频/模拟及数模混合集成电路方面产品谱系齐全，可为客户提供信号链及电源管理相关核心芯片等近千款产品，覆盖卫星通信与导航、商业航天等应用领域。 3、据2025年8月28日公告，公司控股股东为中电科芯片技术集团，2024年入选国务院国资委科改企业名单，实际控制人为国务院国资委。	中国电科旗下，公司为北斗芯片厂商，宽带卫星通信相控阵收发芯片已经量产并实现小批量供货	2026-03-03\|17.79\|-7.10\|19.28\|19.30\|17.77\|439409;2026-03-04\|17.80\|0.06\|17.55\|18.16\|17.48\|257221;2026-03-05\|18.24\|2.47\|18.25\|18.38\|18.04\|241430;2026-03-06\|18.25\|0.05\|18.09\|18.50\|17.99\|208478;2026-03-09\|18.18\|-0.38\|17.88\|18.24\|17.55\|233614;2026-03-10\|18.48\|1.65\|18.37\|18.57\|18.25\|171279;2026-03-11\|18.14\|-1.84\|18.46\|18.55\|18.11\|173517;2026-03-12\|17.80\|-1.87\|18.09\|18.13\|17.70\|165650;2026-03-13\|17.46\|-1.91\|17.76\|17.82\|17.43\|158094;2026-03-16\|17.57\|0.63\|17.41\|17.62\|17.07\|162178;2026-03-17\|17.00\|-3.24\|17.68\|17.71\|17.00\|143276;2026-03-18\|17.38\|2.24\|17.19\|17.43\|16.90\|195603;2026-03-19\|16.92\|-2.65\|17.11\|17.21\|16.81\|157491;2026-03-20\|16.37\|-3.25\|16.98\|17.08\|16.31\|156659;2026-03-23\|15.40\|-5.93\|16.01\|16.25\|15.18\|274511;2026-03-24\|15.72\|2.08\|15.60\|15.75\|15.14\|238856;2026-03-25\|15.89\|1.08\|15.78\|16.11\|15.76\|176784;2026-03-26\|15.61\|-1.76\|16.18\|16.20\|15.53\|141362;2026-03-27\|15.82\|1.35\|15.35\|15.90\|15.32\|132632;2026-03-30\|15.91\|0.57\|15.46\|15.93\|15.44\|116500;2026-03-31\|15.92\|0.06\|15.83\|16.35\|15.76\|181885;2026-04-01\|16.16\|1.51\|16.23\|16.29\|15.96\|143095;2026-04-02\|15.76\|-2.48\|16.09\|16.17\|15.60\|133428;2026-04-03\|15.53\|-1.46\|15.82\|15.90\|15.50\|96399;2026-04-07\|15.48\|-0.32\|15.50\|15.77\|15.43\|103585;2026-04-08\|16.38\|5.81\|15.85\|16.38\|15.85\|215398;2026-04-09\|16.10\|-1.71\|16.25\|16.35\|16.08\|148517;2026-04-10\|16.13\|0.19\|16.27\|16.55\|16.13\|152948;2026-04-13\|16.21\|0.50\|16.00\|16.37\|15.97\|131057;2026-04-14\|16.67\|2.84\|16.37\|16.69\|16.26\|234928;2026-04-15\|16.49\|-1.08\|16.70\|16.93\|16.43\|229801;2026-04-16\|17.20\|4.31\|16.40\|17.47\|16.40\|398844;2026-04-17\|17.32\|0.70\|17.14\|17.40\|16.98\|268317;2026-04-20\|17.57\|1.44\|17.35\|17.70\|17.28\|301694;2026-04-21\|17.18\|-2.22\|17.56\|17.56\|17.04\|219145;2026-04-22\|17.31\|0.76\|17.03\|17.35\|16.95\|180694;2026-04-23\|17.05\|-1.50\|17.32\|17.58\|17.00\|210631;2026-04-24\|16.81\|-1.41\|17.00\|17.17\|16.76\|152031;2026-04-27\|17.16\|2.08\|16.78\|17.28\|16.63\|181980;2026-04-28\|16.66\|-2.91\|17.01\|17.04\|16.55\|168966;2026-04-29\|16.11\|-3.30\|16.00\|16.14\|15.38\|306686;2026-04-30\|16.45\|2.11\|16.06\|16.52\|16.01\|200183;2026-05-06\|17.40\|5.78\|16.77\|17.55\|16.77\|331422;2026-05-07\|17.54\|0.80\|17.45\|17.77\|17.15\|259115;2026-05-08\|17.76\|1.25\|17.51\|17.86\|17.30\|279491;2026-05-11\|17.80\|0.23\|17.99\|18.14\|17.68\|371895;2026-05-12\|17.30\|-2.81\|17.88\|17.88\|17.17\|255334;2026-05-13\|17.33\|0.17\|17.20\|17.33\|16.85\|264828;2026-05-14\|16.62\|-4.10\|17.33\|17.36\|16.62\|229457;2026-05-15\|16.24\|-2.29\|16.62\|17.05\|16.12\|268437;2026-05-18\|16.46\|1.35\|16.21\|16.79\|16.07\|206043;2026-05-19\|16.37\|-0.55\|16.39\|16.39\|15.88\|216292;2026-05-20\|16.63\|1.59\|16.21\|16.85\|16.15\|235290;2026-05-21\|15.66\|-5.83\|16.82\|16.86\|15.59\|295119;2026-05-22\|16.23\|3.64\|15.75\|16.86\|15.57\|297930;2026-05-25\|16.42\|1.17\|16.10\|16.58\|16.06\|228213;2026-05-26\|15.85\|-3.47\|16.27\|16.31\|15.62\|222427;2026-05-27\|15.64\|-1.32\|15.88\|16.55\|15.55\|263210;2026-05-28\|15.76\|0.77\|15.48\|16.00\|15.18\|215797;2026-05-29\|14.54\|-7.74\|15.74\|15.79\|14.40\|316134;2026-06-01\|14.20\|-2.34\|14.55\|14.67\|14.19\|197646;2026-06-02\|13.88\|-2.25\|14.21\|14.29\|13.67\|195194;2026-06-03\|13.98\|0.72\|13.88\|14.31\|13.84\|204668;2026-06-04\|13.89\|-0.64\|13.90\|14.08\|13.73\|136959;2026-06-05\|14.02\|0.94\|13.83\|14.27\|13.40\|228155;2026-06-08\|13.38\|-4.56\|13.57\|13.93\|13.19\|186146;2026-06-09\|13.75\|2.77\|13.64\|13.79\|13.42\|167089;2026-06-10\|13.44\|-2.25\|13.58\|13.76\|13.19\|142029;2026-06-11\|13.13\|-2.31\|13.31\|13.44\|13.03\|131117;2026-06-12\|13.36\|1.75\|13.38\|13.66\|13.27\|179461;2026-06-15\|13.80\|3.29\|13.40\|13.84\|13.34\|179867;2026-06-16\|13.92\|0.87\|13.86\|14.07\|13.65\|200157;2026-06-17\|14.20\|2.01\|13.78\|14.28\|13.68\|212659;2026-06-18\|14.16\|-0.28\|14.17\|14.29\|13.93\|180370;2026-06-22\|13.82\|-2.40\|14.12\|14.33\|13.46\|248738;2026-06-23\|14.73\|6.58\|13.72\|15.15\|13.51\|509939;2026-06-24\|16.20\|9.98\|14.44\|16.20\|14.39\|593126;2026-06-25\|16.64\|2.72\|16.20\|16.80\|16.00\|703563;2026-06-26\|16.70\|0.36\|16.32\|16.98\|15.86\|605867;2026-06-29\|16.01\|-4.13\|16.54\|16.80\|15.40\|472394;2026-06-30\|17.13\|7.00\|15.98\|17.36\|15.92\|521217;2026-07-01\|17.56\|2.51\|17.31\|17.98\|16.96\|545331;2026-07-02\|16.92\|-3.64\|17.00\|18.12\|16.80\|533430;2026-07-03\|16.75\|-1.00\|17.06\|17.38\|16.33\|379429;2026-07-06\|16.80\|0.30\|16.75\|17.42\|16.58\|365009;2026-07-07\|16.07\|-4.35\|16.79\|16.85\|16.01\|267978;2026-07-08\|15.80\|-1.68\|16.21\|17.25\|15.77\|323398;2026-07-09\|17.10\|8.23\|15.84\|17.18\|15.77\|428419;2026-07-10\|16.93\|-0.99\|17.00\|17.68\|16.65\|596274	中国电科旗下北斗/卫星通信模拟芯片唯一上市平台。国内少数量产兼容北斗短报文多模射频芯片企业，卫星通信芯片支持手机直连卫星已进入华为等供应链。军工央企属性，市场预期有科研院所资产整合可能。模拟射频芯片国产替代TI/ADI进程加速。6月24日半导体板块全面爆发+卫星互联网主题活跃，资金沿泛芯片+军工央企方向挖掘低位标的。2026-06-24首板涨停(16.20元)。
116638	消息称台积电先进制程代工将全线涨价	存储芯片+先进封装+央企公司原因： 1、据2026年1月22日投资者关系活动记录表，公司深圳、合肥封测基地满产并按客户需求扩产，为国内高端存储芯片封测龙头。 2、据2025年4月25日年报，公司掌握多层堆叠封装工艺及测试软硬件开发能力，2024年先进封装技术取得多项突破。 3、据2025年4月25日年报，公司最终控制人为国务院国资委，属央企。	公司主要从事存储芯片封测，为国内在高端存储芯片（DRAM、NANDFLASH）封装和测试领域龙头之一，长鑫为主要客户之一	2026-03-03\|30.68\|-8.28\|33.88\|34.22\|30.58\|1409481;2026-03-04\|31.20\|1.69\|30.68\|32.26\|30.68\|1045310;2026-03-05\|31.59\|1.25\|32.42\|32.70\|31.30\|980673;2026-03-06\|32.38\|2.50\|31.19\|33.07\|31.19\|1197110;2026-03-09\|31.14\|-3.83\|30.45\|31.35\|29.48\|1273634;2026-03-10\|32.41\|4.08\|32.00\|33.00\|31.66\|1159165;2026-03-11\|32.07\|-1.05\|32.60\|33.08\|31.90\|1009392;2026-03-12\|31.25\|-2.56\|32.00\|32.56\|30.90\|796686;2026-03-13\|30.92\|-1.06\|30.60\|32.20\|30.26\|831084;2026-03-16\|33.10\|7.05\|30.90\|33.12\|30.55\|1595658;2026-03-17\|32.26\|-2.54\|32.47\|33.18\|32.12\|1212606;2026-03-18\|33.63\|4.25\|32.77\|33.79\|32.51\|1723259;2026-03-19\|32.43\|-3.57\|32.50\|33.70\|31.80\|1435488;2026-03-20\|30.49\|-5.98\|32.52\|32.70\|30.41\|1252330;2026-03-23\|28.46\|-6.66\|29.21\|29.99\|28.17\|990323;2026-03-24\|28.74\|0.98\|28.62\|28.78\|27.25\|942201;2026-03-25\|29.43\|2.40\|29.20\|30.38\|29.14\|1037140;2026-03-26\|27.86\|-5.33\|28.83\|28.93\|27.72\|873092;2026-03-27\|27.49\|-1.33\|26.98\|27.95\|26.53\|783337;2026-03-30\|27.09\|-1.46\|26.67\|27.21\|26.32\|631919;2026-03-31\|25.79\|-4.80\|26.68\|26.70\|25.70\|838223;2026-04-01\|26.67\|3.41\|26.86\|27.21\|26.40\|734137;2026-04-02\|25.65\|-3.82\|27.01\|27.09\|25.50\|630964;2026-04-03\|25.65\|0.00\|25.91\|26.09\|25.48\|448219;2026-04-07\|26.01\|1.40\|26.07\|26.45\|25.82\|492092;2026-04-08\|27.83\|7.00\|26.99\|27.84\|26.82\|954680;2026-04-09\|27.70\|-0.47\|27.20\|28.08\|27.07\|691048;2026-04-10\|28.10\|1.44\|28.21\|28.66\|28.01\|780721;2026-04-13\|28.25\|0.53\|27.79\|28.46\|27.79\|608087;2026-04-14\|29.13\|3.12\|28.80\|29.50\|28.59\|887151;2026-04-15\|28.28\|-2.92\|29.31\|29.43\|28.10\|756758;2026-04-16\|28.77\|1.73\|28.28\|28.85\|27.95\|620995;2026-04-17\|29.00\|0.80\|28.46\|29.21\|28.38\|618917;2026-04-20\|29.10\|0.34\|29.00\|29.56\|28.85\|632543;2026-04-21\|28.85\|-0.86\|28.88\|29.05\|28.24\|495424;2026-04-22\|29.46\|2.11\|28.85\|29.49\|28.58\|675951;2026-04-23\|28.73\|-2.48\|29.80\|29.88\|28.30\|721938;2026-04-24\|28.85\|0.42\|28.50\|29.25\|28.16\|654102;2026-04-27\|29.29\|1.53\|29.32\|29.60\|29.00\|728591;2026-04-28\|28.60\|-2.36\|29.20\|29.58\|28.50\|657330;2026-04-29\|29.23\|2.20\|28.15\|29.34\|28.00\|846180;2026-04-30\|29.22\|-0.03\|29.58\|29.67\|28.78\|731466;2026-05-06\|30.72\|5.13\|30.20\|31.38\|30.20\|1260805;2026-05-07\|31.54\|2.67\|30.86\|31.93\|30.65\|1236259;2026-05-08\|31.02\|-1.65\|30.88\|31.16\|30.46\|902211;2026-05-11\|32.97\|6.29\|32.12\|33.19\|31.81\|1513410;2026-05-12\|32.31\|-2.00\|32.74\|32.74\|31.85\|1075280;2026-05-13\|34.61\|7.12\|31.49\|34.99\|31.38\|1664107;2026-05-14\|34.34\|-0.78\|34.80\|36.00\|34.20\|1813680;2026-05-15\|33.66\|-1.98\|34.69\|35.19\|32.88\|1585596;2026-05-18\|37.03\|10.01\|35.80\|37.03\|35.40\|946944;2026-05-19\|37.67\|1.73\|37.03\|38.38\|35.95\|3013781;2026-05-20\|37.85\|0.48\|38.38\|39.99\|37.76\|3009780;2026-05-21\|36.37\|-3.91\|38.44\|39.29\|36.08\|2510973;2026-05-22\|37.73\|3.74\|37.22\|37.98\|35.90\|1912396;2026-05-25\|41.15\|9.06\|38.21\|41.50\|37.80\|2379398;2026-05-26\|42.75\|3.89\|41.50\|45.13\|38.71\|2684536;2026-05-27\|43.98\|2.88\|47.03\|47.03\|41.90\|3059922;2026-05-28\|42.65\|-3.02\|42.11\|43.88\|41.50\|2215395;2026-05-29\|39.79\|-6.71\|42.37\|43.85\|38.59\|2284569;2026-06-01\|36.43\|-8.44\|39.01\|39.70\|36.28\|1815753;2026-06-02\|37.18\|2.06\|36.55\|37.84\|35.17\|1568443;2026-06-03\|38.30\|3.01\|37.35\|39.79\|37.31\|1880732;2026-06-04\|39.68\|3.60\|37.51\|40.35\|37.50\|1662805;2026-06-05\|38.13\|-3.91\|38.68\|39.30\|37.68\|1362653;2026-06-08\|35.37\|-7.24\|35.70\|37.03\|34.85\|1186883;2026-06-09\|37.54\|6.14\|36.25\|37.58\|35.79\|1121731;2026-06-10\|38.56\|2.72\|36.70\|39.32\|36.28\|1447768;2026-06-11\|39.08\|1.93\|37.78\|39.48\|37.38\|1298237;2026-06-12\|37.09\|-5.09\|40.42\|40.55\|36.80\|1445141;2026-06-15\|39.47\|6.42\|37.88\|39.50\|36.46\|1327926;2026-06-16\|40.77\|3.29\|39.75\|41.34\|39.74\|1563360;2026-06-17\|42.91\|5.25\|39.85\|42.96\|39.85\|1654931;2026-06-18\|44.04\|2.63\|42.85\|46.18\|42.31\|1886099;2026-06-22\|46.68\|5.99\|45.36\|47.00\|44.08\|1925259;2026-06-23\|45.70\|-2.10\|46.05\|48.65\|44.10\|1773392;2026-06-24\|50.27\|10.00\|44.36\|50.27\|44.36\|1909993;2026-06-25\|53.20\|5.83\|52.80\|54.27\|52.00\|2244946;2026-06-26\|53.51\|0.58\|53.00\|57.63\|52.22\|2272892;2026-06-29\|58.86\|10.00\|56.00\|58.86\|55.55\|2396366;2026-06-30\|64.27\|9.19\|59.45\|64.75\|57.60\|2661147;2026-07-01\|62.26\|-3.13\|63.53\|66.20\|59.59\|3101965;2026-07-02\|56.03\|-10.01\|56.65\|58.00\|56.03\|1761593;2026-07-03\|55.91\|-0.21\|53.00\|57.69\|51.09\|2351311;2026-07-06\|53.30\|-4.67\|55.90\|57.01\|52.54\|1644910;2026-07-07\|54.07\|1.44\|52.50\|56.15\|51.50\|1699884;2026-07-08\|51.13\|-5.44\|54.10\|55.00\|49.33\|1630632;2026-07-09\|56.24\|9.99\|52.93\|56.24\|52.82\|1845381;2026-07-10\|57.91\|2.97\|59.88\|61.86\|57.90\|3031016	存储芯片封测龙头。全资子公司沛顿科技是国内极少数具备DRAM/NAND Flash高端存储芯片封测能力的厂商，深度配套长鑫存储、长江存储。HBM/AI存储预期，市场预期国内HBM产业链逐步启动，公司作为封测环节被对标长电科技、通富微电炒作。产能扩张催化：5月26日晚公告拟投资14.7亿元扩建高端存储芯片封测产能。6月下旬AI算力硬件回流，存储芯片联动走强，辨识度高被机构与游资合力拉升。2026-06-24涨停(50.27元)，龙虎榜机构+深股通大买。
116637	消息称台积电先进制程代工将全线涨价	半导体测试设备+可转债募资+通富微电合作行业原因： 1、韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。 2、封测龙头甬矽电子、长电科技、通富微电近日集中披露大规模扩产计划，总投资规模超220亿元。公司原因： 1、据2026年5月6日公告，公司拟向不特定对象发行可转换公司债券，募资总额不超过8.5亿元，用于高端智能芯片测试分选设备研发及上海澜博制造中心建设，以应对AI算力、存储芯片等新兴领域的测试分选需求。 2、据2026年6月23日公告，公司拟增加2026年度日常关联交易预计额度，与通富微电子等关联方的关联交易预计总额度增至3.00亿元，其中与通富微电子的额度由1.6亿元增加至3亿元。 3、据2026年5月8日投资者关系活动记录表，公司主营集成电路测试分选机，2026年第一季度实现营业收入2.84亿元，同比增长120.77%，归母净利润0.83亿元，同比增长221.54%，主要受半导体封装测试设备领域需求增长驱动。	公司主营半导体芯片测试设备，深耕集成电路测试分选机领域	2026-03-03\|259.60\|-5.75\|268.03\|281.82\|257.02\|18958;2026-03-04\|256.35\|-1.25\|255.01\|262.79\|253.88\|12790;2026-03-05\|268.09\|4.58\|262.00\|273.73\|260.25\|20322;2026-03-06\|268.55\|0.17\|263.68\|273.18\|263.68\|14420;2026-03-09\|265.27\|-1.22\|263.50\|272.00\|258.83\|20378;2026-03-10\|271.40\|2.31\|270.00\|275.88\|265.31\|15546;2026-03-11\|244.26\|-10.00\|274.43\|274.68\|244.26\|46102;2026-03-12\|240.86\|-1.39\|240.22\|250.46\|238.01\|32687;2026-03-13\|235.01\|-2.43\|237.01\|241.56\|235.01\|16283;2026-03-16\|245.67\|4.54\|234.59\|248.54\|232.11\|23117;2026-03-17\|240.93\|-1.93\|245.68\|247.55\|240.30\|10090;2026-03-18\|249.50\|3.56\|243.00\|252.90\|241.41\|12764;2026-03-19\|247.05\|-0.98\|245.98\|253.80\|242.68\|14486;2026-03-20\|243.60\|-1.40\|247.80\|251.98\|240.93\|12461;2026-03-23\|225.40\|-7.47\|237.51\|240.00\|223.41\|13351;2026-03-24\|235.83\|4.63\|229.87\|238.56\|223.00\|14174;2026-03-25\|251.30\|6.56\|238.78\|251.88\|237.50\|21048;2026-03-26\|256.79\|2.18\|250.38\|268.78\|248.60\|30612;2026-03-27\|258.79\|0.78\|252.50\|262.65\|247.01\|19992;2026-03-30\|284.67\|10.00\|255.00\|284.67\|252.46\|24361;2026-03-31\|270.33\|-5.04\|288.20\|290.00\|265.34\|31401;2026-04-01\|278.88\|3.16\|279.92\|297.00\|272.07\|32846;2026-04-02\|272.00\|-2.47\|277.61\|277.78\|267.05\|15045;2026-04-03\|263.32\|-3.19\|270.36\|275.46\|260.66\|15478;2026-04-07\|266.47\|1.20\|263.32\|270.02\|263.00\|11018;2026-04-08\|287.50\|7.89\|276.01\|289.98\|270.90\|23205;2026-04-09\|315.18\|9.63\|276.55\|316.25\|273.60\|43096;2026-04-10\|308.49\|-2.12\|314.90\|318.49\|302.50\|28603;2026-04-13\|307.40\|-0.35\|304.52\|311.96\|299.00\|19901;2026-04-14\|338.14\|10.00\|308.00\|338.14\|305.23\|24696;2026-04-15\|333.66\|-1.32\|347.99\|349.00\|331.77\|22458;2026-04-16\|245.98\|7.02\|231.64\|252.84\|220.10\|52760;2026-04-17\|243.90\|-0.85\|250.90\|251.89\|239.01\|41540;2026-04-20\|240.78\|-1.28\|245.00\|248.80\|236.86\|36630;2026-04-21\|247.35\|2.73\|240.00\|249.89\|237.30\|31926;2026-04-22\|249.89\|1.03\|248.50\|250.88\|241.50\|28017;2026-04-23\|246.44\|-1.38\|247.76\|253.20\|243.60\|25092;2026-04-24\|248.59\|0.87\|244.44\|258.00\|244.44\|33259;2026-04-27\|255.35\|2.72\|248.80\|255.97\|239.00\|43444;2026-04-28\|266.90\|4.52\|250.21\|275.00\|246.05\|38999;2026-04-29\|252.61\|-5.35\|262.38\|268.00\|248.89\|33942;2026-04-30\|254.85\|0.89\|250.65\|263.20\|249.00\|29673;2026-05-06\|258.02\|1.24\|259.44\|265.50\|249.88\|36616;2026-05-07\|266.29\|3.21\|258.00\|270.00\|254.08\|30357;2026-05-08\|259.09\|-2.70\|262.01\|266.00\|254.50\|26180;2026-05-11\|284.99\|10.00\|262.47\|285.00\|261.68\|46188;2026-05-12\|313.49\|10.00\|281.19\|313.49\|277.23\|49797;2026-05-13\|323.00\|3.03\|313.22\|330.30\|306.01\|43687;2026-05-14\|306.00\|-5.26\|322.21\|326.36\|304.90\|28138;2026-05-15\|309.79\|1.24\|310.00\|320.00\|283.04\|39618;2026-05-18\|301.62\|-2.64\|301.81\|313.00\|297.00\|37376;2026-05-19\|316.90\|5.07\|305.00\|319.69\|292.50\|37404;2026-05-20\|348.59\|10.00\|314.49\|348.59\|314.49\|33904;2026-05-21\|316.00\|-9.35\|350.00\|366.00\|315.00\|54730;2026-05-22\|315.50\|-0.16\|318.77\|325.00\|311.00\|43087;2026-05-25\|324.91\|2.98\|317.90\|333.98\|311.00\|32499;2026-05-26\|308.69\|-4.99\|320.00\|320.00\|299.00\|34195;2026-05-27\|295.00\|-4.43\|311.59\|316.97\|291.01\|38101;2026-05-28\|300.21\|1.77\|296.82\|304.89\|289.20\|26624;2026-05-29\|295.00\|-1.74\|302.02\|306.66\|291.00\|26192;2026-06-01\|288.14\|-2.33\|288.42\|301.18\|280.78\|24024;2026-06-02\|291.97\|1.33\|288.07\|298.66\|286.21\|20300;2026-06-03\|298.00\|2.07\|295.09\|309.92\|292.06\|30289;2026-06-04\|317.60\|6.58\|293.00\|317.98\|290.12\|34537;2026-06-05\|296.13\|-6.76\|310.02\|313.95\|295.06\|28074;2026-06-08\|286.60\|-3.22\|268.63\|299.01\|268.63\|23997;2026-06-09\|306.16\|6.82\|298.00\|307.70\|291.77\|21487;2026-06-10\|319.00\|4.19\|303.00\|331.88\|301.08\|39502;2026-06-11\|322.06\|0.96\|317.40\|328.88\|312.23\|23996;2026-06-12\|314.18\|-2.45\|333.33\|336.66\|310.49\|26434;2026-06-15\|337.45\|7.41\|318.00\|344.20\|310.51\|29871;2026-06-16\|336.70\|-0.22\|339.50\|344.16\|327.00\|21139;2026-06-17\|340.24\|1.05\|331.00\|348.00\|328.69\|29851;2026-06-18\|350.80\|3.10\|337.06\|363.00\|336.70\|23327;2026-06-22\|339.80\|-3.14\|358.95\|364.80\|328.08\|35651;2026-06-23\|351.90\|3.56\|341.02\|365.98\|335.51\|34261;2026-06-24\|387.09\|10.00\|350.00\|387.09\|350.00\|30901;2026-06-25\|400.05\|3.35\|405.00\|415.00\|391.96\|31584;2026-06-26\|415.05\|3.75\|398.04\|435.28\|392.04\|31778;2026-06-29\|456.56\|10.00\|413.16\|456.56\|410.00\|38900;2026-06-30\|502.22\|10.00\|470.00\|502.22\|456.60\|39255;2026-07-01\|523.00\|4.14\|505.00\|550.00\|488.04\|43137;2026-07-02\|470.70\|-10.00\|485.00\|498.80\|470.70\|28580;2026-07-03\|472.73\|0.43\|452.18\|489.10\|440.00\|41689;2026-07-06\|462.00\|-2.27\|472.73\|491.71\|451.02\|30469;2026-07-07\|448.49\|-2.92\|451.16\|461.50\|428.00\|40496;2026-07-08\|443.22\|-1.18\|448.00\|473.01\|431.29\|31250;2026-07-09\|487.54\|10.00\|449.24\|487.54\|444.44\|34165;2026-07-10\|448.75\|-7.96\|500.00\|509.01\|448.75\|38526	半导体测试分选机龙头+AI芯片测试+业绩高增。EXCEED-9000系列三温分选机适配车规芯片、AI SoC及HBM存储芯片测试，AI芯片测试时间为传统芯片3-5倍。2026Q1营收2.84亿(+120.77%)、净利8250万(+221.54%)，接近2025全年净利一半。6月23日将通富微电关联交易额度上调至3亿，新增8亿银行授信。2025年新签单创历史新高。2026-06-24涨停(387.09元)，主力净流入1.63亿。
116636	消息称台积电先进制程代工将全线涨价	光刻胶树脂+H股上市行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年4月18日年报，公司是国内半导体光刻胶龙头企业，产品涵盖ArF、KrF、I线、G线光刻胶，是国内8-12英寸集成电路产线核心本土材料供应商，主要国内客户包括中芯国际、华虹集团、长江存储等。 2、据2026年6月18日互动易，公司已实现光刻胶专用核心树脂自主化生产，并推进ArF及KrF光刻胶等高端产品的开发和客户认证。 3、据2026年6月12日异常波动公告，公司正积极推进发行H股并在香港联交所主板挂牌上市事宜。	此前多家晶圆厂加速验证导入公司子公司北京科华的KrF光刻胶	2026-03-03\|56.78\|-5.37\|59.91\|60.98\|56.71\|193000;2026-03-04\|56.24\|-0.95\|56.01\|57.95\|55.91\|126950;2026-03-05\|56.63\|0.69\|57.39\|57.95\|56.18\|101152;2026-03-06\|56.22\|-0.72\|56.18\|56.85\|55.88\|67913;2026-03-09\|53.67\|-4.54\|55.01\|55.06\|52.58\|131437;2026-03-10\|55.54\|3.48\|54.74\|55.56\|54.33\|103186;2026-03-11\|55.08\|-0.83\|55.87\|56.99\|54.90\|100176;2026-03-12\|54.78\|-0.54\|55.08\|55.72\|54.23\|86996;2026-03-13\|55.08\|0.55\|54.16\|56.20\|54.15\|103556;2026-03-16\|54.90\|-0.33\|54.50\|54.90\|52.66\|108510;2026-03-17\|52.08\|-5.14\|54.90\|55.13\|52.03\|97601;2026-03-18\|53.22\|2.19\|52.43\|53.38\|51.91\|77235;2026-03-19\|51.85\|-2.57\|52.35\|52.78\|51.59\|78636;2026-03-20\|50.49\|-2.62\|52.32\|52.56\|50.46\|74149;2026-03-23\|48.00\|-4.93\|49.52\|50.08\|47.75\|99811;2026-03-24\|48.41\|0.85\|48.97\|49.00\|47.08\|80045;2026-03-25\|50.30\|3.90\|49.80\|50.98\|49.60\|93361;2026-03-26\|49.25\|-2.09\|50.00\|50.26\|48.96\|59494;2026-03-27\|50.51\|2.56\|48.61\|51.00\|48.51\|85787;2026-03-30\|50.74\|0.46\|49.68\|50.98\|49.68\|66540;2026-03-31\|49.15\|-3.13\|50.65\|50.65\|49.10\|64196;2026-04-01\|50.25\|2.24\|50.36\|50.55\|49.71\|57351;2026-04-02\|48.82\|-2.85\|50.00\|50.11\|48.36\|52930;2026-04-03\|48.85\|0.06\|49.20\|49.56\|48.77\|53873;2026-04-07\|49.16\|0.63\|49.33\|50.02\|48.87\|42917;2026-04-08\|52.13\|6.04\|50.36\|52.18\|50.36\|105027;2026-04-09\|51.66\|-0.90\|51.20\|52.38\|51.07\|87086;2026-04-10\|51.53\|-0.25\|52.00\|52.56\|51.52\|81980;2026-04-13\|51.54\|0.02\|51.08\|52.04\|51.08\|66524;2026-04-14\|52.88\|2.60\|52.11\|53.46\|51.99\|122860;2026-04-15\|52.40\|-0.91\|53.40\|53.65\|52.20\|86572;2026-04-16\|52.77\|0.71\|52.35\|52.79\|52.01\|73843;2026-04-17\|54.01\|2.35\|52.77\|54.12\|52.11\|140281;2026-04-20\|53.87\|-0.26\|53.99\|54.42\|52.79\|146511;2026-04-21\|54.27\|0.74\|54.65\|55.00\|53.78\|125563;2026-04-22\|55.39\|2.06\|55.03\|56.19\|54.80\|161821;2026-04-23\|55.67\|0.51\|57.00\|58.56\|55.66\|210199;2026-04-24\|55.41\|-0.47\|54.85\|56.15\|54.26\|138832;2026-04-27\|56.17\|1.37\|55.50\|57.27\|55.50\|170652;2026-04-28\|54.98\|-2.12\|55.46\|56.38\|54.60\|118446;2026-04-29\|54.80\|-0.33\|54.08\|55.10\|53.40\|114560;2026-04-30\|53.96\|-1.53\|53.48\|54.38\|52.84\|152478;2026-05-06\|56.14\|4.04\|54.93\|56.88\|54.93\|179208;2026-05-07\|57.02\|1.57\|56.60\|57.40\|55.68\|150441;2026-05-08\|55.58\|-2.53\|56.10\|56.58\|55.37\|127693;2026-05-11\|57.35\|3.18\|56.02\|57.87\|55.20\|215946;2026-05-12\|56.86\|-0.85\|57.36\|57.38\|55.70\|153692;2026-05-13\|58.54\|2.95\|56.00\|58.68\|55.50\|227198;2026-05-14\|56.62\|-3.28\|58.99\|59.10\|56.60\|171956;2026-05-15\|57.58\|1.70\|56.66\|59.50\|56.50\|236213;2026-05-18\|60.02\|4.24\|57.92\|60.97\|57.20\|282641;2026-05-19\|60.46\|0.73\|58.91\|60.46\|58.45\|214629;2026-05-20\|62.88\|4.00\|59.94\|63.30\|59.90\|278486;2026-05-21\|57.56\|-8.46\|64.17\|64.40\|56.68\|356173;2026-05-22\|58.84\|2.22\|57.02\|59.59\|57.02\|207173;2026-05-25\|61.88\|5.17\|59.40\|63.55\|57.99\|282782;2026-05-26\|59.60\|-3.68\|61.80\|61.80\|58.41\|202147;2026-05-27\|55.88\|-6.24\|59.50\|59.67\|55.30\|205317;2026-05-28\|57.23\|2.42\|55.49\|57.64\|54.00\|162546;2026-05-29\|52.68\|-7.95\|56.56\|56.87\|52.31\|183569;2026-06-01\|50.89\|-2.47\|52.01\|52.92\|50.78\|99242;2026-06-02\|52.32\|2.81\|51.31\|53.03\|49.85\|124849;2026-06-03\|52.60\|0.54\|52.00\|53.71\|51.60\|113037;2026-06-04\|53.65\|2.00\|52.01\|53.89\|51.70\|114024;2026-06-05\|54.82\|2.18\|53.00\|56.75\|51.26\|218532;2026-06-08\|51.96\|-5.22\|51.72\|53.58\|51.71\|138304;2026-06-09\|56.06\|7.89\|52.80\|56.33\|52.00\|204144;2026-06-10\|59.77\|6.62\|55.51\|60.97\|55.42\|358794;2026-06-11\|64.30\|7.58\|59.38\|65.75\|59.00\|551011;2026-06-12\|59.43\|-7.57\|65.59\|66.80\|59.08\|525502;2026-06-15\|62.06\|4.43\|61.50\|62.68\|59.61\|305505;2026-06-16\|63.99\|3.11\|62.04\|64.58\|62.01\|245351;2026-06-17\|67.82\|5.99\|62.00\|68.47\|62.00\|313585;2026-06-18\|65.98\|-2.71\|66.80\|67.00\|65.15\|291773;2026-06-22\|69.16\|4.82\|66.90\|69.85\|66.39\|333249;2026-06-23\|70.20\|1.50\|73.86\|73.97\|68.98\|386555;2026-06-24\|77.22\|10.00\|69.92\|77.22\|69.30\|369417;2026-06-25\|78.03\|1.05\|80.00\|81.51\|75.68\|462539;2026-06-26\|85.83\|10.00\|77.50\|85.83\|76.50\|358826;2026-06-29\|94.41\|10.00\|90.00\|94.41\|89.90\|611337;2026-06-30\|97.98\|3.78\|93.99\|98.44\|88.15\|536691;2026-07-01\|92.49\|-5.60\|96.12\|102.28\|91.08\|481794;2026-07-02\|97.71\|5.64\|87.45\|100.68\|83.24\|579844;2026-07-03\|89.08\|-8.83\|94.82\|97.00\|88.01\|419951;2026-07-06\|83.69\|-6.05\|90.44\|92.30\|82.70\|358295;2026-07-07\|84.87\|1.41\|82.98\|86.90\|80.80\|270447;2026-07-08\|83.07\|-2.12\|84.86\|86.20\|79.85\|220355;2026-07-09\|89.56\|7.81\|84.70\|89.95\|83.00\|328143;2026-07-10\|82.75\|-7.60\|90.92\|92.85\|82.56\|400440	半导体光刻胶龙头+KrF/ArF量产+日系断供替代+H股上市预期。市场传闻东京应化/JSR/信越等日企收紧对华高端ArF/EUV新单，断供预期倒逼晶圆厂加速导入国产品牌，KrF国内市占率已超40%。子公司北京科华KrF光刻胶在中芯国际、华虹、长鑫、长存批量供货；ArF光刻胶2025年营收同比增超800%。自产光刻胶树脂实现全产业链闭环。筹划发行H股于港交所主板上市。2026Q1营收+22.51%。2026-06-24涨停(77.22元)，主力净流入3.33亿。
116635	消息称台积电先进制程代工将全线涨价	PCIe5.0量产+AI算力交换芯片+买入评级行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年4月30日年报，公司自主研发的PCIe5.0 104通道高速交换芯片顺利量产，各项性能指标达到商用标准，第四季度已实现数千片出货。 2、公司通过2025年并购数渡科技，正式切入AI算力交换芯片赛道，长期目标是成为中国算力系统交换芯片和解决方案龙头企业。 3、据开源证券2026年6月16日研报，首次覆盖给予“买入”评级，看好公司在PCIe交换芯片领域的国产替代前景及AI互联需求增长。 4、据2026年6月23日公告，公司将于近期召开2025年度暨2026年第一季度业绩说明会。	公司拟投资8.54亿元取得数渡科技62.98%股权，标的PCIe5.0交换芯片有望于2025年底逐步开始批量供货	2026-03-03\|10.95\|-10.02\|12.30\|12.34\|10.95\|996659;2026-03-04\|10.85\|-0.91\|10.77\|11.27\|10.77\|736993;2026-03-05\|10.84\|-0.09\|11.05\|11.15\|10.72\|567154;2026-03-06\|10.88\|0.37\|10.79\|10.99\|10.73\|441721;2026-03-09\|11.06\|1.65\|10.75\|11.15\|10.26\|745822;2026-03-10\|11.06\|0.00\|11.24\|11.45\|10.95\|540015;2026-03-11\|10.86\|-1.81\|11.00\|11.12\|10.83\|382185;2026-03-12\|10.76\|-0.92\|10.88\|11.03\|10.70\|294337;2026-03-13\|10.83\|0.65\|10.75\|11.10\|10.58\|453513;2026-03-16\|10.77\|-0.55\|10.80\|10.81\|10.60\|252838;2026-03-17\|10.56\|-1.95\|10.74\|10.84\|10.55\|281441;2026-03-18\|10.73\|1.61\|10.60\|10.75\|10.53\|291978;2026-03-19\|10.46\|-2.52\|10.60\|10.65\|10.36\|313783;2026-03-20\|10.33\|-1.24\|10.50\|10.66\|10.26\|288183;2026-03-23\|9.84\|-4.74\|10.05\|10.25\|9.72\|472286;2026-03-24\|10.12\|2.85\|9.97\|10.14\|9.78\|312138;2026-03-25\|10.36\|2.37\|10.20\|10.44\|10.14\|341312;2026-03-26\|9.93\|-4.15\|10.40\|10.40\|9.85\|340835;2026-03-27\|9.92\|-0.10\|9.75\|10.02\|9.70\|269653;2026-03-30\|9.83\|-0.91\|9.78\|10.00\|9.71\|346374;2026-03-31\|9.88\|0.51\|9.87\|10.08\|9.77\|326267;2026-04-01\|9.50\|-3.85\|10.07\|10.07\|9.36\|712286;2026-04-02\|9.16\|-3.58\|9.48\|9.48\|9.10\|527813;2026-04-03\|9.17\|0.11\|9.17\|9.40\|9.12\|342600;2026-04-07\|8.92\|-2.73\|9.18\|9.33\|8.91\|447225;2026-04-08\|9.42\|5.61\|9.10\|9.43\|9.06\|626133;2026-04-09\|9.50\|0.85\|9.26\|9.86\|9.17\|615629;2026-04-10\|9.33\|-1.79\|9.65\|9.72\|9.33\|388679;2026-04-13\|9.90\|6.11\|9.23\|10.26\|9.23\|1990480;2026-04-14\|9.67\|-2.32\|9.85\|10.18\|9.60\|1403098;2026-04-15\|9.62\|-0.52\|9.68\|9.98\|9.47\|870187;2026-04-16\|9.70\|0.83\|9.60\|9.78\|9.55\|513205;2026-04-17\|9.69\|-0.10\|9.66\|9.75\|9.60\|397029;2026-04-20\|9.78\|0.93\|9.64\|9.96\|9.56\|475754;2026-04-21\|9.68\|-1.02\|9.80\|9.98\|9.63\|410636;2026-04-22\|9.84\|1.65\|9.61\|9.85\|9.38\|569282;2026-04-23\|10.03\|1.93\|9.83\|10.48\|9.81\|925457;2026-04-24\|9.70\|-3.29\|10.00\|10.26\|9.70\|744076;2026-04-27\|10.67\|10.00\|10.00\|10.67\|9.81\|1273922;2026-04-28\|10.22\|-4.22\|10.66\|10.72\|10.15\|1184026;2026-04-29\|10.25\|0.29\|10.14\|10.40\|10.07\|694892;2026-04-30\|11.28\|10.05\|10.32\|11.28\|10.31\|1639527;2026-05-06\|11.53\|2.22\|11.82\|11.96\|11.40\|2054222;2026-05-07\|12.26\|6.33\|11.65\|12.50\|11.42\|1902895;2026-05-08\|12.27\|0.08\|12.10\|12.65\|12.00\|1145186;2026-05-11\|12.89\|5.05\|12.66\|13.17\|12.44\|1371597;2026-05-12\|13.10\|1.63\|12.89\|13.46\|12.71\|1295484;2026-05-13\|13.14\|0.31\|12.98\|13.30\|12.76\|1106835;2026-05-14\|12.52\|-4.72\|13.42\|13.45\|12.52\|1110593;2026-05-15\|13.31\|6.31\|12.77\|13.77\|12.68\|2166605;2026-05-18\|12.65\|-4.96\|13.00\|13.00\|12.54\|1359908;2026-05-19\|13.92\|10.04\|12.60\|13.92\|12.20\|1506182;2026-05-20\|14.21\|2.08\|14.23\|15.27\|14.00\|2069800;2026-05-21\|15.41\|8.44\|14.70\|15.63\|14.70\|2651557;2026-05-22\|15.69\|1.82\|15.69\|16.38\|14.66\|3263707;2026-05-25\|15.50\|-1.21\|15.70\|15.97\|14.78\|2451789;2026-05-26\|15.04\|-2.97\|15.40\|15.66\|14.15\|2279273;2026-05-27\|15.28\|1.60\|15.10\|16.48\|15.10\|1998093;2026-05-28\|16.81\|10.01\|15.73\|16.81\|15.55\|2507836;2026-05-29\|16.17\|-3.81\|17.47\|17.70\|16.01\|2323886;2026-06-01\|15.84\|-2.04\|16.00\|16.47\|15.47\|1709329;2026-06-02\|15.62\|-1.39\|16.18\|16.30\|15.00\|1483898;2026-06-03\|17.15\|9.80\|16.50\|17.18\|16.01\|2888291;2026-06-04\|18.87\|10.03\|16.50\|18.87\|16.40\|1509259;2026-06-05\|17.39\|-7.84\|18.30\|18.77\|17.20\|3084360;2026-06-08\|16.45\|-5.41\|16.05\|17.61\|16.05\|1661082;2026-06-09\|16.75\|1.82\|16.90\|17.12\|15.85\|1814921;2026-06-10\|16.63\|-0.72\|16.50\|17.09\|15.68\|1376965;2026-06-11\|17.14\|3.07\|16.44\|18.06\|16.38\|1447181;2026-06-12\|16.07\|-6.24\|17.50\|17.79\|16.00\|1742054;2026-06-15\|17.33\|7.84\|16.05\|17.55\|15.71\|1680283;2026-06-16\|16.78\|-3.17\|17.14\|17.67\|16.72\|1227514;2026-06-17\|17.61\|4.95\|16.88\|17.84\|16.46\|1492010;2026-06-18\|18.65\|5.91\|17.61\|19.36\|17.45\|1923824;2026-06-22\|17.59\|-5.68\|19.00\|19.25\|16.79\|2250101;2026-06-23\|17.39\|-1.14\|17.28\|17.86\|17.08\|1075942;2026-06-24\|19.13\|10.01\|17.40\|19.13\|16.51\|2109773;2026-06-25\|19.71\|3.03\|19.50\|20.22\|18.62\|2056893;2026-06-26\|19.97\|1.32\|19.68\|20.60\|19.37\|1751181;2026-06-29\|18.47\|-7.51\|20.50\|21.32\|17.97\|1982227;2026-06-30\|19.00\|2.87\|18.20\|19.40\|17.80\|1344148;2026-07-01\|17.81\|-6.26\|18.87\|19.38\|17.60\|1778021;2026-07-02\|16.40\|-7.92\|16.94\|17.80\|16.33\|1553812;2026-07-03\|15.37\|-6.28\|16.01\|16.69\|15.35\|1435714;2026-07-06\|16.91\|10.02\|15.80\|16.91\|15.50\|1295126;2026-07-07\|18.60\|9.99\|16.88\|18.60\|16.50\|2533021;2026-07-08\|19.50\|4.84\|18.88\|20.39\|18.36\|2563189;2026-07-09\|20.79\|6.62\|19.36\|21.12\|19.21\|2006712;2026-07-10\|19.80\|-4.76\|20.30\|21.31\|19.80\|1775665	地产转型AI算力互连芯片。控股数渡科技62.98%股权（8.54亿元），后者是国内少数实现PCIe 5.0高速交换芯片(SD85系列)量产的企业，可用于AI服务器GPU间互连及光模块，对标博通/微芯。市场博弈博通高端PCIe交换芯片对华供应收紧。地产业务出清。6月AI算力硬件板块活跃，游资接力炒作。2026-06-04、06-24两次涨停。
116634	消息称台积电先进制程代工将全线涨价	半导体设备+精密金属结构件+转债强赎行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据开源证券2026年6月26日首次覆盖报告，公司精密金属结构件经超科林集成后，最终配套应用材料刻蚀、沉积设备，有望充分受益AI产业趋势，预期2026年将成为公司半导体领域收入爆发期，给予“买入”评级。 2、据公司2026年6月16日公告，可转债募投项目“半导体设备等领域精密金属部件智能化生产新建项目”已结项，节余募集资金用于永久补充流动资金，夯实半导体设备结构件成长基础。 3、据公司2026年6月26日及此前多次公告，公司股票已触发“华亚转债”有条件赎回条款，公司决定行使提前赎回权，赎回登记日为2026年7月9日。	1、公司主营精密金属制造，主要为国内外知名半导体设备制造商、品牌商等客户提供各类定制化精密金属结构件； 2、公司有少量精密金属结构件应用于储能逆变器上	2026-03-03\|51.55\|-4.68\|53.63\|55.07\|51.51\|24945;2026-03-04\|55.21\|7.10\|51.02\|55.40\|51.02\|44019;2026-03-05\|54.27\|-1.70\|56.20\|57.26\|53.96\|30191;2026-03-06\|53.99\|-0.52\|53.88\|54.59\|53.08\|19424;2026-03-09\|52.36\|-3.02\|52.98\|53.63\|50.80\|25513;2026-03-10\|52.70\|0.65\|52.90\|53.30\|51.88\|22096;2026-03-11\|52.17\|-1.01\|52.50\|53.68\|51.86\|19353;2026-03-12\|49.97\|-4.22\|51.91\|51.91\|49.80\|24905;2026-03-13\|49.30\|-1.34\|49.97\|50.50\|49.15\|19250;2026-03-16\|49.77\|0.95\|49.77\|50.00\|48.29\|19260;2026-03-17\|48.61\|-2.33\|50.00\|50.00\|48.40\|23919;2026-03-18\|48.95\|0.70\|49.07\|49.20\|48.10\|15786;2026-03-19\|47.72\|-2.51\|48.36\|48.88\|47.55\|15896;2026-03-20\|47.33\|-0.82\|47.90\|49.50\|47.21\|18763;2026-03-23\|45.02\|-4.88\|46.50\|46.62\|44.35\|27508;2026-03-24\|46.55\|3.40\|45.45\|46.76\|44.97\|24522;2026-03-25\|51.21\|10.01\|46.98\|51.21\|46.49\|51481;2026-03-26\|53.35\|4.18\|51.27\|54.50\|51.27\|72513;2026-03-27\|54.39\|1.95\|52.94\|54.50\|52.20\|48012;2026-03-30\|55.21\|1.51\|53.60\|55.80\|53.20\|38350;2026-03-31\|55.70\|0.89\|55.01\|57.35\|54.78\|42594;2026-04-01\|55.79\|0.16\|56.70\|56.80\|55.02\|32934;2026-04-02\|56.26\|0.84\|55.70\|57.60\|55.64\|29641;2026-04-03\|54.50\|-3.13\|56.88\|56.88\|53.20\|38050;2026-04-07\|53.04\|-2.68\|54.44\|54.49\|52.94\|20833;2026-04-08\|55.52\|4.68\|54.00\|56.10\|53.21\|26971;2026-04-09\|55.61\|0.16\|55.00\|56.17\|54.61\|18036;2026-04-10\|54.87\|-1.33\|56.00\|56.39\|54.83\|16825;2026-04-13\|53.56\|-2.39\|55.18\|55.35\|53.50\|25672;2026-04-14\|56.98\|6.39\|54.52\|57.05\|54.09\|54931;2026-04-15\|54.53\|-4.30\|58.00\|58.23\|53.58\|48019;2026-04-16\|54.25\|-0.51\|55.07\|56.00\|53.61\|34807;2026-04-17\|55.91\|3.06\|54.25\|56.46\|53.20\|38239;2026-04-20\|56.55\|1.14\|55.91\|57.29\|54.99\|36745;2026-04-21\|56.71\|0.28\|56.11\|56.80\|55.36\|21017;2026-04-22\|57.00\|0.51\|56.46\|57.44\|55.73\|25767;2026-04-23\|56.48\|-0.91\|57.00\|57.93\|56.00\|20228;2026-04-24\|55.86\|-1.10\|55.81\|56.85\|55.38\|16756;2026-04-27\|57.07\|2.17\|56.56\|58.50\|55.86\|48811;2026-04-28\|55.22\|-3.24\|56.64\|56.66\|55.00\|28899;2026-04-29\|55.30\|0.14\|53.80\|56.29\|53.31\|32396;2026-04-30\|57.84\|4.59\|55.55\|58.88\|55.06\|44896;2026-05-06\|57.64\|-0.35\|58.32\|58.80\|56.75\|45007;2026-05-07\|56.99\|-1.13\|57.98\|58.27\|56.70\|30485;2026-05-08\|57.44\|0.79\|56.70\|58.45\|56.08\|33030;2026-05-11\|59.03\|2.77\|58.46\|59.99\|57.36\|63144;2026-05-12\|59.84\|1.37\|58.66\|60.98\|57.40\|66197;2026-05-13\|60.58\|1.24\|58.46\|61.07\|58.46\|59716;2026-05-14\|58.48\|-3.47\|60.59\|62.68\|58.30\|60301;2026-05-15\|59.79\|2.24\|60.01\|60.88\|57.29\|56230;2026-05-18\|60.72\|1.56\|58.34\|61.20\|58.07\|58642;2026-05-19\|63.19\|4.07\|59.70\|63.40\|59.16\|64226;2026-05-20\|65.80\|4.13\|64.88\|69.51\|63.98\|106138;2026-05-21\|62.00\|-5.78\|66.54\|66.66\|61.91\|71888;2026-05-22\|64.76\|4.45\|62.00\|65.20\|61.50\|52106;2026-05-25\|64.11\|-1.00\|64.70\|67.47\|63.02\|68973;2026-05-26\|61.87\|-3.49\|63.00\|63.00\|60.55\|51670;2026-05-27\|59.12\|-4.44\|61.80\|61.80\|58.66\|48866;2026-05-28\|61.84\|4.60\|58.55\|63.00\|58.50\|48612;2026-05-29\|60.40\|-2.33\|62.40\|63.50\|60.40\|39342;2026-06-01\|61.70\|2.15\|60.03\|62.87\|60.03\|41123;2026-06-02\|59.89\|-2.93\|61.68\|62.20\|59.00\|45201;2026-06-03\|61.43\|2.57\|59.99\|63.98\|59.63\|52940;2026-06-04\|67.57\|10.00\|61.00\|67.57\|60.12\|91801;2026-06-05\|68.94\|2.03\|67.41\|71.46\|66.22\|99917;2026-06-08\|66.88\|-2.99\|67.93\|69.50\|66.00\|62670;2026-06-09\|73.29\|10.00\|68.37\|73.29\|67.20\|58575;2026-06-10\|80.62\|10.00\|74.81\|80.62\|73.50\|139352;2026-06-11\|82.01\|1.72\|80.99\|82.70\|78.45\|104354;2026-06-12\|81.59\|-0.51\|83.50\|85.10\|78.93\|81638;2026-06-15\|85.10\|4.30\|80.23\|85.10\|79.00\|74387;2026-06-16\|83.28\|-2.14\|82.64\|85.92\|81.50\|66543;2026-06-17\|80.99\|-2.75\|82.17\|83.27\|78.68\|76191;2026-06-18\|82.21\|1.51\|79.83\|83.41\|79.30\|64200;2026-06-22\|82.90\|0.84\|81.93\|83.00\|79.00\|60656;2026-06-23\|79.36\|-4.27\|82.26\|84.83\|79.02\|59266;2026-06-24\|87.30\|10.01\|79.88\|87.30\|79.88\|129521;2026-06-25\|87.00\|-0.34\|89.50\|90.21\|84.00\|110351;2026-06-26\|82.14\|-5.59\|84.00\|86.75\|80.51\|79441;2026-06-29\|90.35\|10.00\|84.30\|90.35\|84.00\|43615;2026-06-30\|99.39\|10.01\|95.09\|99.39\|92.50\|72368;2026-07-01\|106.00\|6.65\|100.22\|108.07\|96.50\|154833;2026-07-02\|101.20\|-4.53\|97.08\|106.38\|97.08\|119456;2026-07-03\|100.07\|-1.12\|102.00\|103.88\|94.00\|99248;2026-07-06\|93.86\|-6.21\|99.45\|100.87\|91.50\|80401;2026-07-07\|96.73\|3.06\|93.95\|100.58\|93.50\|77990;2026-07-08\|98.45\|1.78\|95.67\|103.00\|90.62\|94769;2026-07-09\|104.50\|6.15\|100.40\|104.66\|95.51\|110388;2026-07-10\|94.05\|-10.00\|103.00\|104.34\|94.05\|113984	半导体设备精密金属结构件核心供应商，产品进入AMAT、Lam Research供应链，国内配套北方华创、中微公司，间接供ASML光刻机用精密结构件，半导体收入占比超50%。固态电池干法电极设备：收购冠鸿智能51%股权，布局固态电池干法电极压延/涂布设备。可转债强赎完成消除稀释预期。2026-06-09/06-10涨停，06-24再度冲高涨超9%。
116633	消息称台积电先进制程代工将全线涨价	半导体设备+机器人灵巧手+硬脆材料加工行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年5月14日投资者关系活动记录表，公司拟加快推进12英寸大尺寸硅片、砷化镓、磷化铟等半导体材料切割及研磨抛光设备的升级迭代；8英寸SiC切、磨、抛设备已实现批量销售，12英寸大硅片专用切割设备已进入验证阶段；据2025年年度报告，公司将加快半导体切割设备进口替代进程。 2、据2026年5月14日投资者关系活动记录表，公司于2026年1月设立控股子公司湖南宇思弦动机器人有限公司，与知名高校团队合作研发机器人灵巧手、视触觉传感器等产品，拓展机器人关键零部件布局。 3、据2025年半年度报告及2025年年度报告，公司主营高精密数控切、磨、抛设备，产品覆盖消费电子、光伏、半导体等领域，实现在单晶硅、碳化硅、蓝宝石等硬脆材料加工设备的全覆盖，技术水平国内领先。	公司6-8英寸碳化硅切磨抛设备已批量销售，系碳化硅衬底加工核心供应商，并推进12英寸硅片切割设备研发	2026-03-03\|61.00\|-5.69\|64.67\|65.60\|60.51\|143215;2026-03-04\|59.26\|-2.85\|60.21\|61.75\|58.73\|89396;2026-03-05\|60.10\|1.42\|60.44\|62.48\|59.26\|109714;2026-03-06\|59.29\|-1.35\|59.50\|60.99\|58.82\|76390;2026-03-09\|57.47\|-3.07\|58.23\|58.45\|56.15\|88094;2026-03-10\|58.93\|2.54\|58.45\|59.67\|57.47\|95766;2026-03-11\|56.75\|-3.70\|58.93\|60.39\|56.32\|102361;2026-03-12\|55.16\|-2.80\|56.00\|56.93\|53.99\|82824;2026-03-13\|54.24\|-1.67\|55.10\|55.36\|53.98\|44337;2026-03-16\|53.36\|-1.62\|54.24\|54.97\|52.39\|63497;2026-03-17\|52.31\|-1.97\|53.68\|54.66\|52.10\|51114;2026-03-18\|52.83\|0.99\|52.64\|53.26\|52.07\|48694;2026-03-19\|50.39\|-4.62\|52.40\|52.40\|49.80\|58315;2026-03-20\|49.50\|-1.77\|50.60\|52.88\|49.01\|99279;2026-03-23\|46.50\|-6.06\|49.09\|49.80\|45.92\|81932;2026-03-24\|47.26\|1.63\|47.51\|47.73\|45.75\|60122;2026-03-25\|48.05\|1.67\|47.90\|49.06\|47.46\|44905;2026-03-26\|47.20\|-1.77\|48.46\|48.48\|46.81\|48408;2026-03-27\|46.91\|-0.61\|46.85\|47.46\|45.91\|41839;2026-03-30\|46.83\|-0.17\|46.67\|47.82\|46.50\|46785;2026-03-31\|45.99\|-1.79\|47.00\|48.26\|45.83\|44062;2026-04-01\|46.84\|1.85\|46.97\|47.78\|46.17\|62173;2026-04-02\|44.98\|-3.97\|46.59\|46.79\|44.51\|52913;2026-04-03\|44.71\|-0.60\|45.55\|45.57\|44.34\|43709;2026-04-07\|44.64\|-0.16\|45.21\|45.50\|44.22\|41754;2026-04-08\|46.72\|4.66\|45.53\|47.28\|45.53\|72067;2026-04-09\|46.43\|-0.62\|46.05\|47.69\|44.58\|67385;2026-04-10\|46.60\|0.37\|46.66\|47.89\|46.51\|71304;2026-04-13\|51.26\|10.00\|47.77\|51.26\|47.77\|59034;2026-04-14\|54.31\|5.95\|54.83\|56.39\|51.11\|405989;2026-04-15\|53.54\|-1.42\|55.40\|56.00\|52.71\|289897;2026-04-16\|57.35\|7.12\|53.80\|58.18\|53.56\|292850;2026-04-17\|58.79\|2.51\|58.01\|60.00\|56.54\|258549;2026-04-20\|58.29\|-0.85\|57.45\|58.68\|56.18\|192926;2026-04-21\|58.59\|0.51\|57.30\|59.45\|56.80\|145490;2026-04-22\|56.67\|-3.28\|57.51\|58.52\|56.55\|151941;2026-04-23\|56.54\|-0.23\|56.00\|58.70\|55.80\|161096;2026-04-24\|60.79\|7.52\|56.01\|62.19\|56.01\|250713;2026-04-27\|60.97\|0.30\|62.01\|64.98\|60.35\|193660;2026-04-28\|62.60\|2.67\|60.00\|63.19\|58.20\|173192;2026-04-29\|63.46\|1.37\|63.50\|64.50\|60.55\|146654;2026-04-30\|68.81\|8.43\|63.74\|69.12\|63.48\|154567;2026-05-06\|68.00\|-1.18\|69.75\|72.35\|66.65\|186547;2026-05-07\|69.79\|2.63\|68.00\|70.80\|67.16\|100724;2026-05-08\|74.50\|6.75\|68.00\|75.20\|68.00\|128825;2026-05-11\|81.95\|10.00\|76.30\|81.95\|76.30\|115834;2026-05-12\|81.87\|-0.10\|81.80\|87.22\|79.00\|152801;2026-05-13\|82.54\|0.82\|80.40\|84.00\|79.00\|122413;2026-05-14\|86.50\|4.80\|84.25\|88.68\|83.50\|136630;2026-05-15\|78.75\|-8.96\|86.20\|86.51\|77.90\|158298;2026-05-18\|81.63\|3.66\|81.00\|84.50\|78.80\|128724;2026-05-19\|85.38\|4.59\|83.00\|85.50\|79.50\|97838;2026-05-20\|87.93\|2.99\|86.66\|90.88\|85.00\|136022;2026-05-21\|82.05\|-6.69\|88.50\|91.00\|81.35\|137637;2026-05-22\|85.90\|4.69\|82.03\|87.50\|82.03\|116431;2026-05-25\|81.73\|-4.85\|87.00\|89.26\|78.49\|155063;2026-05-26\|78.11\|-4.43\|79.90\|80.39\|76.00\|89942;2026-05-27\|81.00\|3.70\|78.00\|81.95\|74.28\|127679;2026-05-28\|89.10\|10.00\|80.03\|89.10\|80.03\|130869;2026-05-29\|82.78\|-7.09\|93.64\|95.60\|81.08\|221409;2026-06-01\|74.50\|-10.00\|82.37\|82.58\|74.50\|103801;2026-06-02\|76.28\|2.39\|71.46\|77.22\|70.80\|143398;2026-06-03\|77.92\|2.15\|76.36\|81.00\|76.36\|114677;2026-06-04\|77.92\|0.00\|77.80\|81.04\|76.00\|85583;2026-06-05\|73.60\|-5.54\|76.06\|77.27\|73.00\|100263;2026-06-08\|51.05\|-10.00\|52.52\|55.50\|51.05\|138313;2026-06-09\|51.98\|1.82\|52.55\|52.99\|49.88\|122213;2026-06-10\|51.35\|-1.21\|50.78\|51.90\|49.20\|120615;2026-06-11\|50.20\|-2.24\|52.00\|52.08\|49.78\|70023;2026-06-12\|49.89\|-0.62\|51.60\|52.57\|49.61\|84188;2026-06-15\|53.30\|6.83\|49.91\|53.40\|49.91\|98506;2026-06-16\|54.72\|2.66\|53.97\|54.98\|52.24\|90918;2026-06-17\|51.58\|-5.74\|54.07\|54.69\|51.28\|145936;2026-06-18\|51.75\|0.33\|52.59\|52.69\|50.23\|135137;2026-06-22\|48.53\|-6.22\|52.19\|52.79\|46.70\|162739;2026-06-23\|47.66\|-1.79\|48.19\|48.40\|46.42\|98601;2026-06-24\|52.43\|10.01\|47.32\|52.43\|46.40\|117746;2026-06-25\|52.11\|-0.61\|53.08\|53.08\|49.89\|213621;2026-06-26\|51.16\|-1.82\|52.00\|53.71\|49.20\|229728;2026-06-29\|48.63\|-4.95\|51.16\|55.40\|47.03\|249711;2026-06-30\|44.23\|-9.05\|49.41\|51.70\|43.83\|270011;2026-07-01\|48.65\|9.99\|44.00\|48.65\|43.23\|213552;2026-07-02\|45.55\|-6.37\|48.04\|48.88\|45.32\|196157;2026-07-03\|44.55\|-2.20\|46.49\|46.95\|44.44\|99253;2026-07-06\|43.61\|-2.11\|44.99\|46.05\|42.26\|114584;2026-07-07\|42.99\|-1.42\|43.65\|45.33\|42.66\|87002;2026-07-08\|39.76\|-7.51\|43.35\|43.60\|39.55\|119535;2026-07-09\|42.68\|7.34\|39.80\|42.93\|37.48\|155283;2026-07-10\|43.56\|2.06\|43.02\|45.80\|41.88\|204503	碳化硅加工设备+12英寸大硅片切割设备+机器人部件。8英寸SiC多线切割机、研磨抛光设备已批量销售，是国内少数能做碳化硅衬底加工设备的厂商。12英寸大硅片专用多线切割机进入客户验证阶段。2026年1月设立控股子公司布局机器人灵巧手及视触觉传感器。2025年归母净利润扭亏。2026-06-24涨停(52.43元)。
116632	消息称台积电先进制程代工将全线涨价	半导体洁净室+新加坡布局+一季报倍增行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年3月13日年报，公司主营IC半导体、光电等高科技产业洁净室工程服务，服务中芯国际、台积电等头部客户，具备行业领先的“计算流体力学分析应用技术”等优势。 2、据2026年3月13日年报及2026年5月21日互动易，公司2025年净利润同比增40.30%创历史新高，主要因新加坡半导体投资火热，公司承接VSMC等大额高毛利项目，海外营收占比提升。 3、据2026年5月12日长江证券研报及2026年4月30日一季报，公司2026年一季度营收11.30亿元，同比增35.38%；归母净利润2.48亿元，同比增202.41%，主因新加坡项目持续推进结算。	公司主营洁净室工程，台湾亚翔持有公司53.99%股权，年报净利润同比增长40.30%	2026-03-03\|132.12\|-7.69\|144.80\|146.00\|132.11\|50948;2026-03-04\|134.21\|1.58\|131.84\|135.90\|131.37\|37021;2026-03-05\|136.80\|1.93\|136.86\|138.68\|133.37\|38744;2026-03-06\|135.25\|-1.13\|136.80\|141.00\|135.17\|25055;2026-03-09\|132.11\|-2.32\|130.01\|132.80\|126.60\|39665;2026-03-10\|135.53\|2.59\|135.50\|136.60\|132.51\|24016;2026-03-11\|131.30\|-3.12\|135.53\|136.68\|129.70\|33247;2026-03-12\|128.03\|-2.49\|130.35\|132.50\|126.50\|33090;2026-03-13\|140.83\|10.00\|138.75\|140.83\|138.75\|22768;2026-03-16\|154.91\|10.00\|153.21\|154.91\|145.20\|92675;2026-03-17\|170.40\|10.00\|161.80\|170.40\|153.03\|108065;2026-03-18\|181.88\|6.74\|173.81\|182.00\|167.15\|96270;2026-03-19\|175.50\|-3.51\|174.10\|179.80\|172.30\|63319;2026-03-20\|184.92\|5.37\|178.07\|189.69\|177.70\|78049;2026-03-23\|173.80\|-6.01\|177.57\|180.00\|172.34\|61059;2026-03-24\|191.18\|10.00\|176.90\|191.18\|171.11\|39384;2026-03-25\|199.98\|4.60\|205.00\|210.30\|197.44\|100727;2026-03-26\|191.00\|-4.49\|202.31\|206.46\|190.54\|74829;2026-03-27\|185.11\|-3.08\|182.97\|186.98\|180.00\|55855;2026-03-30\|187.41\|1.24\|180.08\|191.98\|180.08\|52180;2026-03-31\|179.90\|-4.01\|186.71\|186.71\|176.00\|52438;2026-04-01\|184.70\|2.67\|187.00\|188.78\|180.33\|45023;2026-04-02\|178.62\|-3.29\|184.70\|188.98\|176.20\|41006;2026-04-03\|177.30\|-0.74\|178.70\|181.52\|174.70\|28652;2026-04-07\|173.55\|-2.12\|179.52\|179.52\|172.23\|28098;2026-04-08\|180.90\|4.24\|178.00\|180.90\|172.80\|51540;2026-04-09\|198.99\|10.00\|177.29\|198.99\|176.10\|60091;2026-04-10\|210.50\|5.78\|204.00\|212.89\|200.49\|87411;2026-04-13\|211.50\|0.48\|206.29\|215.65\|204.64\|59834;2026-04-14\|190.35\|-10.00\|209.61\|211.00\|190.35\|94083;2026-04-15\|185.27\|-2.67\|191.76\|197.40\|184.51\|84195;2026-04-16\|187.07\|0.97\|188.06\|188.60\|178.74\|66604;2026-04-17\|186.63\|-0.24\|186.00\|187.44\|182.36\|51113;2026-04-20\|184.82\|-0.97\|185.99\|188.00\|183.50\|42055;2026-04-21\|187.39\|1.39\|184.82\|191.99\|184.00\|66769;2026-04-22\|188.28\|0.47\|185.52\|188.98\|182.51\|56716;2026-04-23\|185.40\|-1.53\|187.50\|188.49\|181.86\|45994;2026-04-24\|189.12\|2.01\|185.99\|199.20\|185.00\|59298;2026-04-27\|194.75\|2.98\|189.37\|198.99\|186.50\|59778;2026-04-28\|193.70\|-0.54\|192.81\|199.89\|190.10\|46641;2026-04-29\|192.38\|-0.68\|191.50\|194.00\|188.23\|41199;2026-04-30\|188.30\|-2.12\|195.26\|195.88\|181.00\|47252;2026-05-06\|201.81\|7.17\|191.88\|207.13\|188.97\|78561;2026-05-07\|206.00\|2.08\|206.80\|209.70\|196.10\|65232;2026-05-08\|200.97\|-2.44\|202.22\|206.66\|198.01\|39610;2026-05-11\|206.20\|2.60\|204.00\|214.75\|203.05\|55459;2026-05-12\|194.90\|-5.48\|204.10\|208.00\|186.00\|89732;2026-05-13\|197.25\|1.21\|190.00\|199.33\|186.01\|49600;2026-05-14\|188.20\|-4.59\|197.00\|198.87\|185.21\|40046;2026-05-15\|190.70\|1.33\|188.00\|202.00\|186.80\|59427;2026-05-18\|183.26\|-3.06\|192.00\|195.68\|182.44\|48803;2026-05-19\|182.85\|-0.22\|181.00\|182.85\|170.03\|68813;2026-05-20\|188.70\|3.20\|182.63\|193.08\|182.63\|56261;2026-05-21\|176.90\|-6.25\|187.35\|192.80\|175.76\|52384;2026-05-22\|176.01\|-0.50\|177.00\|179.00\|170.40\|47081;2026-05-25\|177.69\|0.95\|176.00\|181.68\|173.15\|37733;2026-05-26\|165.11\|-7.08\|178.00\|178.00\|162.28\|65871;2026-05-27\|164.43\|-0.41\|167.30\|170.36\|163.10\|70030;2026-05-28\|160.11\|-2.63\|165.14\|165.99\|158.60\|52228;2026-05-29\|151.20\|-5.56\|160.00\|161.89\|149.90\|65855;2026-06-01\|146.56\|-3.07\|149.96\|152.70\|146.00\|43534;2026-06-02\|149.65\|2.11\|146.74\|152.45\|144.11\|42255;2026-06-03\|150.64\|0.66\|149.63\|155.10\|148.00\|50495;2026-06-04\|156.00\|3.56\|149.00\|157.00\|148.00\|74053;2026-06-05\|170.09\|9.03\|159.00\|171.35\|153.00\|125325;2026-06-08\|187.10\|10.00\|166.25\|187.10\|166.25\|101144;2026-06-09\|205.81\|10.00\|199.94\|205.81\|199.94\|32834;2026-06-10\|222.06\|7.90\|205.00\|226.39\|205.00\|179179;2026-06-11\|230.86\|3.96\|227.62\|237.57\|223.01\|105580;2026-06-12\|218.08\|-5.54\|242.80\|246.98\|215.48\|113689;2026-06-15\|215.39\|-1.23\|220.01\|224.62\|209.99\|99298;2026-06-16\|211.07\|-2.01\|215.39\|219.68\|207.00\|84424;2026-06-17\|232.18\|10.00\|207.00\|232.18\|206.31\|99759;2026-06-18\|215.52\|-7.18\|235.00\|247.65\|213.00\|140749;2026-06-22\|213.72\|-0.84\|214.88\|222.22\|205.00\|93353;2026-06-23\|210.80\|-1.37\|208.99\|214.64\|203.82\|60058;2026-06-24\|231.88\|10.00\|209.00\|231.88\|208.58\|64116;2026-06-25\|255.07\|10.00\|255.07\|255.07\|248.11\|26738;2026-06-26\|260.85\|2.27\|256.00\|270.36\|247.00\|140300;2026-06-29\|276.20\|5.88\|272.03\|283.57\|262.27\|152118;2026-06-30\|272.02\|-1.51\|276.18\|285.00\|263.96\|113180;2026-07-01\|257.81\|-5.22\|269.30\|270.65\|256.61\|89864;2026-07-02\|234.62\|-8.99\|247.00\|250.00\|232.13\|85992;2026-07-03\|235.89\|0.54\|229.52\|248.29\|223.33\|80438;2026-07-06\|227.80\|-3.43\|240.05\|240.05\|218.88\|58662;2026-07-07\|222.19\|-2.46\|224.61\|234.32\|220.50\|53218;2026-07-08\|219.29\|-1.31\|228.88\|233.80\|218.02\|56132;2026-07-09\|209.58\|-4.43\|216.84\|223.00\|200.95\|120808;2026-07-10\|214.58\|2.39\|216.00\|230.54\|214.55\|100597	半导体/面板厂洁净室工程+机电统包，客户含中芯国际、台积电（南京）、长江存储，属晶圆厂基建受益标的。催化：同柏诚股份逻辑，叠加台积电南京厂扩产预期；SEMI预测2026年全球晶圆厂设备支出1330亿美元。6/24首板，6/25再度涨停。
116631	消息称台积电先进制程代工将全线涨价	HITS先进封装+存储芯片+显示驱动封测行业原因：据财闻6月23日消息，花旗近日大幅上调长电科技、通富微电、华天科技目标价，其核心判断是封测行业已从周期性服务提供商转变为先进封装的关键赋能者，在AI和HPC驱动下进入前所未有的超级景气周期，行业估值基准被重塑。公司原因： 1、据2026年6月18日公告，公司拟出资4亿元与关联方共同设立合资公司合肥晶瑞旺科技有限公司，布局HITS先进封装工艺平台，旨在把握人工智能及高性能计算领域的市场增长机遇。 2、据2026年3月20日年报，公司2025年以战略投资方式切入DRAM封测业务，形成“显示+存储”双轮驱动格局，投资标的鑫丰科技为境内少数具备LPDDR5量产封装能力的厂商。 3、据2026年3月20日年报，公司是全球少数可以实现显示驱动芯片封装测试服务一体化的企业，已跻身全球显示驱动芯片封测领域第一梯队，2025年营收达178,313.55万元，同比增长18.79%。	国内显示驱动芯片封测领域龙头，以前段金凸块制造为核心，具备显示驱动芯片全制程封装测试综合服务能力	2026-03-03\|16.82\|-7.84\|18.41\|18.41\|16.52\|435351;2026-03-04\|16.40\|-2.50\|16.48\|17.04\|16.33\|274537;2026-03-05\|16.81\|2.50\|16.88\|17.36\|16.71\|370347;2026-03-06\|16.84\|0.18\|16.80\|17.15\|16.53\|214057;2026-03-09\|16.04\|-4.75\|16.45\|16.45\|15.38\|489098;2026-03-10\|16.44\|2.49\|16.34\|16.63\|16.26\|298704;2026-03-11\|16.13\|-1.89\|16.57\|16.70\|15.98\|273971;2026-03-12\|15.72\|-2.54\|16.08\|16.16\|15.50\|232063;2026-03-13\|15.32\|-2.54\|15.60\|15.82\|15.29\|287251;2026-03-16\|15.60\|1.83\|15.35\|15.71\|14.99\|294542;2026-03-17\|14.89\|-4.55\|15.59\|15.60\|14.85\|306812;2026-03-18\|15.45\|3.76\|15.00\|15.50\|14.76\|356966;2026-03-19\|14.85\|-3.88\|15.15\|15.17\|14.81\|337172;2026-03-20\|14.44\|-2.76\|15.00\|15.10\|14.42\|340497;2026-03-23\|13.78\|-4.57\|14.17\|14.42\|13.65\|410291;2026-03-24\|14.10\|2.32\|14.00\|14.15\|13.44\|308487;2026-03-25\|14.35\|1.77\|14.19\|14.63\|14.10\|246751;2026-03-26\|14.60\|1.74\|14.25\|15.05\|14.16\|518386;2026-03-27\|14.63\|0.21\|14.20\|14.85\|14.10\|311905;2026-03-30\|14.62\|-0.07\|14.34\|14.69\|14.16\|245126;2026-03-31\|14.28\|-2.33\|14.50\|14.63\|14.25\|266034;2026-04-01\|14.70\|2.94\|14.60\|14.87\|14.50\|306572;2026-04-02\|13.87\|-5.65\|14.60\|14.60\|13.78\|366067;2026-04-03\|13.87\|0.00\|13.99\|14.10\|13.76\|175565;2026-04-07\|14.18\|2.23\|13.95\|14.24\|13.88\|208416;2026-04-08\|14.97\|5.57\|14.58\|14.98\|14.50\|454933;2026-04-09\|15.99\|6.81\|14.70\|16.84\|14.58\|890422;2026-04-10\|16.30\|1.94\|16.40\|16.70\|15.97\|641426;2026-04-13\|16.00\|-1.84\|16.10\|16.27\|15.80\|344444;2026-04-14\|16.13\|0.81\|16.19\|16.48\|15.93\|455520;2026-04-15\|15.77\|-2.23\|16.20\|16.46\|15.72\|388550;2026-04-16\|16.88\|7.04\|15.70\|16.94\|15.57\|614357;2026-04-17\|17.59\|4.21\|17.12\|17.97\|16.90\|843118;2026-04-20\|16.92\|-3.81\|17.63\|17.82\|16.80\|619527;2026-04-21\|16.50\|-2.48\|16.80\|16.85\|16.04\|531677;2026-04-22\|17.58\|6.55\|16.36\|17.77\|16.08\|689897;2026-04-23\|16.35\|-7.00\|17.66\|17.76\|16.30\|740505;2026-04-24\|16.08\|-1.65\|16.34\|16.60\|15.95\|397502;2026-04-27\|16.85\|4.79\|16.15\|17.28\|16.12\|595339;2026-04-28\|16.24\|-3.62\|16.76\|17.15\|16.14\|468772;2026-04-29\|16.23\|-0.06\|16.15\|16.42\|15.68\|386649;2026-04-30\|17.01\|4.81\|15.50\|17.11\|15.39\|767576;2026-05-06\|17.27\|1.53\|17.35\|18.14\|17.20\|824017;2026-05-07\|18.64\|7.93\|17.49\|18.77\|17.16\|780560;2026-05-08\|18.21\|-2.31\|18.27\|18.63\|18.02\|516876;2026-05-11\|18.65\|2.42\|18.67\|19.23\|18.38\|729804;2026-05-12\|18.34\|-1.66\|18.70\|18.73\|18.07\|485792;2026-05-13\|20.01\|9.11\|17.98\|20.42\|17.70\|1146872;2026-05-14\|19.18\|-4.15\|19.88\|19.88\|19.07\|771040;2026-05-15\|19.31\|0.68\|19.50\|19.85\|18.57\|698544;2026-05-18\|20.82\|7.82\|20.30\|22.65\|19.43\|1266115;2026-05-19\|20.43\|-1.87\|20.51\|20.64\|19.54\|866397;2026-05-20\|20.74\|1.77\|20.35\|21.20\|20.13\|727934;2026-05-21\|19.40\|-6.46\|20.81\|21.48\|19.06\|876415;2026-05-22\|19.75\|1.80\|19.50\|19.94\|18.60\|760722;2026-05-25\|21.89\|10.84\|19.60\|22.50\|19.12\|1087388;2026-05-26\|21.60\|-1.32\|22.18\|22.88\|20.84\|882451;2026-05-27\|20.19\|-6.53\|21.76\|22.17\|19.98\|758401;2026-05-28\|22.50\|11.44\|20.36\|23.05\|20.10\|966814;2026-05-29\|21.10\|-6.22\|22.50\|22.90\|20.85\|797638;2026-06-01\|19.74\|-6.45\|20.88\|21.50\|19.70\|634573;2026-06-02\|19.58\|-0.81\|19.68\|20.08\|18.71\|580321;2026-06-03\|19.37\|-1.07\|19.52\|20.44\|19.19\|575959;2026-06-04\|20.18\|4.18\|18.90\|20.71\|18.83\|579622;2026-06-05\|22.50\|11.50\|19.80\|23.50\|19.02\|1363364;2026-06-08\|22.48\|-0.09\|21.02\|23.36\|20.80\|939086;2026-06-09\|23.96\|6.58\|23.28\|24.38\|22.53\|838026;2026-06-10\|24.55\|2.46\|23.55\|25.19\|23.08\|802368;2026-06-11\|25.20\|2.65\|25.41\|28.24\|24.51\|1457710;2026-06-12\|24.44\|-3.02\|25.95\|26.35\|24.25\|951473;2026-06-15\|26.70\|9.25\|24.66\|26.80\|23.51\|829241;2026-06-16\|26.96\|0.97\|27.47\|28.86\|26.70\|858244;2026-06-17\|28.82\|6.90\|27.00\|28.98\|26.41\|899758;2026-06-18\|30.05\|4.27\|29.88\|32.10\|29.41\|1112989;2026-06-22\|29.94\|-0.37\|30.53\|31.57\|28.82\|844975;2026-06-23\|30.17\|0.77\|30.80\|32.50\|29.44\|825660;2026-06-24\|36.20\|19.99\|32.00\|36.20\|32.00\|845099;2026-06-25\|41.30\|14.09\|40.00\|43.30\|39.00\|1652702;2026-06-26\|39.30\|-4.84\|40.00\|40.77\|38.38\|993193;2026-06-29\|40.02\|1.83\|39.60\|41.00\|35.10\|1202982;2026-06-30\|39.70\|-0.80\|39.80\|40.90\|38.29\|972585;2026-07-01\|40.35\|1.64\|40.88\|41.56\|38.20\|922856;2026-07-02\|39.07\|-3.17\|38.60\|43.03\|36.54\|992592;2026-07-03\|35.31\|-9.62\|38.46\|38.98\|35.13\|911266;2026-07-06\|35.95\|1.81\|36.57\|37.87\|34.17\|883580;2026-07-07\|36.80\|2.36\|35.67\|37.75\|34.58\|581561;2026-07-08\|34.65\|-5.84\|36.80\|37.89\|33.26\|592453;2026-07-09\|39.65\|14.43\|36.96\|39.74\|35.93\|927595;2026-07-10\|35.60\|-10.21\|39.66\|40.44\|35.60\|86566181	DDIC测试+COF/COG封装+DRAM封测布局（合肥鑫丰），公告切入HBM-TSV测试与算力先进封装方向，被贴上"存储封测补涨+HBM测试"标签。催化：存储芯片板块爆发，合肥当地存储产业集群（长鑫）扩产预期→本地封测配套受益。6/24 20CM涨停。
116630	消息称台积电先进制程代工将全线涨价	电子化学品+半导体+高股息 1、据2026年4月24日年报，公司电子化学品板块主要产品包括电子特气超纯氨及湿电子化学品电子级氨水、电子级异丙醇，产品应用于LED、太阳能、集成电路、半导体等领域，超纯氨已形成年产21,000吨的生产能力，产品质量达到7N等级。 2、据2026年5月28日公告，公司2025年年度权益分派已实施，每股派发现金红利1.00元含税，股权登记日为2026年6月3日。 3、据2026年4月24日公告披露的一季报，公司2026年一季度实现归母净利润5293.51万元，同比增长6.68%。	公司电子化学品板块主要产品包括电子特气超纯氨及湿电子化学品，应用于LED、太阳能、集成电路、半导体等领域，超纯氨已形成年产21,000吨的生产能力，产品质量达到7N等级	2026-03-03\|28.01\|-4.66\|29.46\|29.64\|27.95\|33195;2026-03-04\|27.85\|-0.57\|28.00\|28.35\|27.70\|17816;2026-03-05\|28.08\|0.83\|28.46\|28.55\|28.00\|14892;2026-03-06\|29.17\|3.88\|28.03\|29.25\|28.00\|27596;2026-03-09\|28.38\|-2.71\|28.96\|28.98\|27.91\|23430;2026-03-10\|28.71\|1.16\|28.50\|28.80\|28.36\|13528;2026-03-11\|28.95\|0.84\|28.81\|29.05\|28.55\|15744;2026-03-12\|28.54\|-1.42\|28.94\|29.14\|28.51\|15062;2026-03-13\|28.28\|-0.91\|28.36\|29.07\|28.22\|15914;2026-03-16\|28.09\|-0.67\|28.28\|28.57\|27.80\|20070;2026-03-17\|27.55\|-1.92\|28.20\|28.39\|27.48\|17450;2026-03-18\|27.80\|0.91\|27.55\|27.98\|26.83\|18931;2026-03-19\|26.92\|-3.17\|27.60\|27.60\|26.85\|12952;2026-03-20\|26.22\|-2.60\|26.94\|27.08\|26.12\|16591;2026-03-23\|24.67\|-5.91\|26.08\|26.16\|24.60\|25184;2026-03-24\|25.18\|2.07\|25.16\|25.37\|24.75\|17370;2026-03-25\|25.53\|1.39\|25.34\|25.64\|25.34\|12019;2026-03-26\|25.54\|0.04\|25.60\|26.18\|25.44\|15153;2026-03-27\|26.45\|3.56\|25.28\|26.98\|25.10\|19410;2026-03-30\|26.69\|0.91\|26.01\|26.73\|25.90\|16118;2026-03-31\|26.26\|-1.61\|26.98\|26.98\|26.25\|13149;2026-04-01\|26.82\|2.13\|26.73\|26.98\|26.40\|13684;2026-04-02\|26.39\|-1.60\|26.81\|26.81\|26.18\|9426;2026-04-03\|25.63\|-2.88\|26.23\|26.64\|25.58\|9266;2026-04-07\|26.50\|3.39\|25.67\|26.60\|25.60\|14264;2026-04-08\|26.94\|1.66\|26.69\|27.08\|26.69\|15241;2026-04-09\|26.80\|-0.52\|26.78\|27.14\|26.58\|11981;2026-04-10\|27.22\|1.57\|26.80\|27.42\|26.79\|12141;2026-04-13\|27.03\|-0.70\|27.18\|27.27\|26.77\|10566;2026-04-14\|27.02\|-0.04\|27.18\|27.18\|26.72\|8564;2026-04-15\|26.93\|-0.33\|27.11\|27.17\|26.81\|10133;2026-04-16\|27.24\|1.15\|27.06\|27.30\|26.67\|12390;2026-04-17\|27.60\|1.32\|27.28\|27.66\|27.00\|14265;2026-04-20\|27.75\|0.54\|27.60\|27.76\|27.31\|11188;2026-04-21\|27.31\|-1.59\|27.80\|27.90\|26.99\|20260;2026-04-22\|27.14\|-0.62\|27.02\|27.55\|27.02\|16271;2026-04-23\|26.64\|-1.84\|27.17\|27.23\|26.56\|12887;2026-04-24\|27.20\|2.10\|26.26\|27.39\|26.00\|19026;2026-04-27\|27.60\|1.47\|28.42\|28.42\|27.02\|28182;2026-04-28\|27.62\|0.07\|27.49\|27.71\|27.29\|15609;2026-04-29\|27.96\|1.23\|27.50\|28.11\|27.31\|17674;2026-04-30\|27.60\|-1.29\|28.14\|28.14\|27.44\|14193;2026-05-06\|27.44\|-0.58\|27.65\|27.79\|27.03\|21698;2026-05-07\|27.50\|0.22\|27.51\|27.79\|27.30\|17312;2026-05-08\|27.23\|-0.98\|27.35\|27.58\|26.90\|20698;2026-05-11\|27.39\|0.59\|27.14\|27.69\|27.00\|18341;2026-05-12\|26.82\|-2.08\|27.48\|27.48\|26.61\|17241;2026-05-13\|26.93\|0.41\|26.75\|27.20\|26.71\|13116;2026-05-14\|28.82\|7.02\|26.95\|29.52\|26.90\|66590;2026-05-15\|27.87\|-3.30\|28.83\|29.00\|27.54\|48750;2026-05-18\|27.36\|-1.83\|27.53\|27.88\|26.81\|31033;2026-05-19\|27.20\|-0.58\|27.11\|27.57\|26.68\|23617;2026-05-20\|27.34\|0.51\|27.12\|27.66\|26.86\|19962;2026-05-21\|25.68\|-6.07\|27.21\|27.46\|25.68\|32420;2026-05-22\|26.66\|3.82\|25.76\|26.85\|25.70\|22975;2026-05-25\|26.36\|-1.13\|26.56\|27.09\|26.20\|23969;2026-05-26\|25.93\|-1.63\|26.30\|26.31\|25.30\|18911;2026-05-27\|25.65\|-1.08\|25.83\|26.12\|25.50\|16588;2026-05-28\|26.37\|2.81\|25.88\|26.58\|25.46\|19531;2026-05-29\|25.41\|-3.64\|26.29\|26.38\|25.35\|15431;2026-06-01\|26.23\|3.23\|25.27\|26.44\|25.20\|16793;2026-06-02\|26.12\|-0.42\|26.23\|26.26\|25.62\|13897;2026-06-03\|26.28\|0.61\|26.12\|26.43\|25.97\|15055;2026-06-04\|24.33\|-3.76\|25.02\|25.02\|23.92\|17807;2026-06-05\|24.19\|-0.58\|24.16\|24.55\|23.38\|14310;2026-06-08\|23.19\|-4.13\|24.00\|24.08\|22.81\|14168;2026-06-09\|23.70\|2.20\|23.34\|23.80\|23.14\|9199;2026-06-10\|24.59\|3.76\|23.68\|24.80\|23.18\|20891;2026-06-11\|24.86\|1.10\|24.59\|24.99\|23.96\|22582;2026-06-12\|25.84\|3.94\|25.20\|26.19\|24.69\|40808;2026-06-15\|26.10\|1.01\|25.81\|26.20\|25.39\|20934;2026-06-16\|25.20\|-3.45\|26.00\|26.19\|25.09\|22478;2026-06-17\|24.04\|-4.60\|25.20\|25.30\|23.91\|16972;2026-06-18\|23.61\|-1.79\|24.04\|24.04\|23.28\|14440;2026-06-22\|24.22\|2.58\|23.67\|24.29\|22.92\|18257;2026-06-23\|24.47\|1.03\|24.18\|25.07\|24.01\|16119;2026-06-24\|26.92\|10.01\|24.52\|26.92\|24.52\|28678;2026-06-25\|25.88\|-3.86\|27.33\|28.24\|25.80\|90560;2026-06-26\|24.05\|-7.07\|25.74\|25.88\|24.00\|52898;2026-06-29\|23.32\|-3.04\|24.31\|25.07\|23.03\|46040;2026-06-30\|24.10\|3.34\|23.31\|24.15\|22.82\|42478;2026-07-01\|26.51\|10.00\|24.00\|26.51\|23.85\|32819;2026-07-02\|26.69\|0.68\|26.00\|27.48\|26.00\|75508;2026-07-03\|26.26\|-1.61\|26.82\|27.27\|26.08\|53021;2026-07-06\|25.73\|-2.02\|26.51\|27.13\|25.68\|47103;2026-07-07\|24.49\|-4.82\|25.64\|26.00\|24.32\|33902;2026-07-08\|23.80\|-2.82\|24.60\|24.60\|23.51\|24177;2026-07-09\|23.55\|-1.05\|23.96\|24.43\|23.06\|33236;2026-07-10\|23.00\|-2.34\|23.31\|23.77\|22.85\|58416	超纯氨（电子特气，用于LED/IC前驱体/氮化镓外延）+低碳脂肪胺+湿电子化学品（电子级氨水/异丙醇），被贴上"电子特气+湿电子化学品"补涨标签。催化：电子化学品/光刻胶板块联动；公司高分红+低负债受机构青睐。
116629	消息称台积电先进制程代工将全线涨价	电子特气+电力设备+真空灭弧室+央企行业原因： 1、“十五五”期间，国家电网公司固定资产投资预计达到4万亿元，较“十四五”投资增长40%。 2、AI数据中心大规模建设，电力需求翻倍增长。据央视新闻4月15日报道，目前中国变压器的产能约占全球60%，今年一季度，“世界变压器之都”江苏常州变压器出口同比增长超六成。公司原因： 1、据2026年4月20日互动易，2025年度公司控股子公司宝光联悦拓展电子特气领域，在氢气基础上拓展高纯氮、六氟化硫、C4气体、氧、氦等多品类产品，形成“氢气为主、多气协同”的业务格局。核心产品5N级纯度的高纯氢气，已在高端半导体行业实现批量应用，用于晶圆退火、外延生长等关键工艺。 2、据公司2025年年报，宝光智中经营的储能板块提供调频、调压、调峰、备用等电力辅助服务，同步开展工商业储能，提供绿能工厂整体解决方案、源网荷储、光储充一体化系统集成，技术支持等服务。 3、据2025年4月11日年报，公司真空灭弧室在特高压换流变、抽水蓄能发电机断路器实现国产化替代，技术国际领先。 4、据2025年7月10日公告，控股股东宝光集团所持30%股份已无偿划转至中国西电集团，公司实控人仍为国务院国资委。	公司控股子公司宝光联悦拓展电子特气领域，核心产品5N级纯度的高纯氢气，已在高端半导体行业实现批量应用，用于晶圆退火、外延生长等关键工艺	2026-03-03\|12.60\|-3.15\|13.15\|13.24\|12.57\|82188;2026-03-04\|12.87\|2.14\|12.52\|13.03\|12.48\|79150;2026-03-05\|13.41\|4.20\|13.04\|13.56\|13.04\|98402;2026-03-06\|13.76\|2.61\|13.38\|13.93\|13.30\|113181;2026-03-09\|13.97\|1.53\|13.50\|14.00\|13.43\|127454;2026-03-10\|14.03\|0.43\|13.86\|14.26\|13.70\|150054;2026-03-11\|13.88\|-1.07\|13.95\|14.07\|13.75\|92179;2026-03-12\|13.48\|-2.88\|13.85\|13.87\|13.41\|94067;2026-03-13\|13.04\|-3.26\|13.60\|13.66\|13.01\|88725;2026-03-16\|12.46\|-4.45\|12.95\|13.15\|12.38\|107712;2026-03-17\|12.05\|-3.29\|12.46\|12.60\|12.02\|77947;2026-03-18\|12.13\|0.66\|12.10\|12.23\|11.89\|56520;2026-03-19\|11.81\|-2.64\|11.91\|12.00\|11.71\|53277;2026-03-20\|11.40\|-3.47\|11.84\|11.97\|11.40\|64639;2026-03-23\|10.85\|-4.82\|11.39\|11.41\|10.70\|90686;2026-03-24\|11.61\|7.00\|11.04\|11.63\|10.97\|84598;2026-03-25\|11.73\|1.03\|11.75\|11.94\|11.62\|48225;2026-03-26\|11.43\|-2.56\|11.75\|11.80\|11.31\|39283;2026-03-27\|11.60\|1.49\|11.25\|11.63\|11.25\|32176;2026-03-30\|11.58\|-0.17\|11.46\|11.80\|11.22\|73938;2026-03-31\|11.92\|2.94\|11.55\|12.27\|11.39\|100670;2026-04-01\|11.82\|-0.84\|12.17\|12.17\|11.74\|66985;2026-04-02\|11.72\|-0.85\|11.82\|12.24\|11.61\|55795;2026-04-03\|11.28\|-3.75\|11.75\|11.75\|11.24\|42694;2026-04-07\|11.44\|1.42\|11.24\|11.56\|11.23\|34106;2026-04-08\|11.92\|4.20\|11.65\|11.93\|11.62\|34503;2026-04-09\|12.06\|1.17\|11.92\|12.18\|11.73\|45193;2026-04-10\|12.79\|6.05\|12.06\|12.84\|12.06\|167239;2026-04-13\|12.87\|0.63\|12.16\|13.45\|11.70\|254195;2026-04-14\|12.30\|-4.43\|13.03\|13.09\|12.29\|137446;2026-04-15\|12.03\|-2.20\|12.39\|12.40\|11.98\|91089;2026-04-16\|12.02\|-0.08\|12.00\|12.10\|11.80\|74577;2026-04-17\|11.85\|-1.41\|11.99\|11.99\|11.72\|64978;2026-04-20\|11.91\|0.51\|11.87\|11.92\|11.72\|62155;2026-04-21\|11.68\|-1.93\|11.97\|11.97\|11.57\|64058;2026-04-22\|11.65\|-0.26\|11.64\|11.71\|11.56\|50533;2026-04-23\|12.22\|4.89\|11.66\|12.47\|11.41\|160186;2026-04-24\|12.90\|5.56\|12.09\|13.44\|12.01\|316064;2026-04-27\|12.60\|-2.33\|12.65\|12.90\|12.38\|212048;2026-04-28\|13.86\|10.00\|12.51\|13.86\|12.30\|242792;2026-04-29\|15.25\|10.03\|14.60\|15.25\|14.08\|665113;2026-04-30\|16.78\|10.03\|16.50\|16.78\|16.48\|438344;2026-05-06\|18.46\|10.01\|18.25\|18.46\|18.00\|268149;2026-05-07\|17.85\|-3.30\|20.31\|20.31\|17.13\|1100442;2026-05-08\|16.75\|-6.16\|17.60\|17.60\|16.51\|749524;2026-05-11\|18.43\|10.03\|17.09\|18.43\|16.81\|948855;2026-05-12\|17.19\|-6.73\|18.31\|19.20\|16.64\|867835;2026-05-13\|18.91\|10.01\|16.90\|18.91\|16.49\|491730;2026-05-14\|18.94\|0.16\|19.50\|20.80\|18.58\|1124392;2026-05-15\|18.66\|-1.48\|18.80\|19.29\|17.54\|816698;2026-05-18\|16.79\|-10.02\|17.62\|17.67\|16.79\|475559;2026-05-19\|15.11\|-10.01\|15.61\|15.96\|15.11\|685291;2026-05-20\|14.16\|-6.29\|14.72\|15.08\|14.16\|472554;2026-05-21\|13.31\|-6.00\|14.13\|14.30\|13.09\|413592;2026-05-22\|13.54\|1.73\|13.35\|13.61\|13.27\|237917;2026-05-25\|13.34\|-1.48\|13.54\|13.68\|13.19\|241448;2026-05-26\|13.66\|2.40\|13.35\|13.85\|12.76\|424852;2026-05-27\|14.26\|4.39\|13.38\|14.46\|13.06\|461069;2026-05-28\|14.08\|-1.26\|13.90\|14.18\|13.76\|286828;2026-05-29\|13.16\|-6.53\|13.96\|13.96\|13.09\|243647;2026-06-01\|13.88\|5.47\|13.16\|14.08\|13.08\|260544;2026-06-02\|13.23\|-4.68\|13.79\|13.86\|12.90\|230245;2026-06-03\|13.30\|0.53\|13.19\|13.31\|12.77\|195544;2026-06-04\|12.70\|-4.51\|13.08\|13.22\|12.53\|206323;2026-06-05\|12.69\|-0.08\|12.63\|12.92\|12.20\|190799;2026-06-08\|12.09\|-4.73\|12.28\|12.72\|11.90\|155974;2026-06-09\|12.20\|0.91\|12.30\|12.30\|11.87\|115576;2026-06-10\|12.00\|-1.64\|12.19\|12.35\|11.88\|118473;2026-06-11\|12.04\|0.33\|11.91\|12.05\|11.72\|113026;2026-06-12\|11.88\|-1.08\|12.01\|12.22\|11.78\|121420;2026-06-15\|12.25\|3.11\|11.95\|12.26\|11.92\|126438;2026-06-16\|12.54\|2.37\|12.34\|12.79\|12.22\|154609;2026-06-17\|12.29\|-1.99\|12.42\|12.58\|12.25\|116824;2026-06-18\|12.08\|-1.71\|12.25\|12.27\|12.03\|108880;2026-06-22\|12.48\|3.31\|12.07\|12.49\|11.94\|174114;2026-06-23\|13.73\|10.02\|12.68\|13.73\|12.59\|280112;2026-06-24\|15.10\|9.98\|13.88\|15.10\|13.58\|705004;2026-06-25\|15.17\|0.46\|15.00\|15.73\|14.47\|574820;2026-06-26\|14.52\|-4.28\|15.02\|15.17\|14.33\|354583;2026-06-29\|13.70\|-5.65\|14.34\|14.85\|13.40\|326525;2026-06-30\|15.07\|10.00\|13.58\|15.07\|13.07\|346316;2026-07-01\|15.38\|2.06\|15.07\|15.74\|14.90\|441906;2026-07-02\|15.01\|-2.41\|14.90\|15.65\|14.77\|323904;2026-07-03\|15.63\|4.13\|15.00\|15.93\|14.91\|385297;2026-07-06\|16.71\|6.91\|15.63\|17.00\|15.18\|445504;2026-07-07\|16.90\|1.14\|15.99\|17.55\|15.15\|416904;2026-07-08\|15.21\|-10.00\|16.25\|16.90\|15.21\|321137;2026-07-09\|14.84\|-2.43\|14.80\|15.42\|14.16\|351895;2026-07-10\|14.78\|-0.40\|14.80\|15.90\|14.71\|294088	西电集团旗下真空灭弧室龙头+央企重组预期+电子特气/氢能。30%股权无偿划转至中国西电集团，市场博弈西电集团推进专业化整合。国内真空灭弧室产销量第一，用于特高压/抽水蓄能。控股子公司宝光联悦布局高纯氢、六氟化硫等电子特气。6月央企重组主题活跃+新型电力系统政策暖风。2026-06-23涨停(13.73元)。
116628	消息称台积电先进制程代工将全线涨价	涨停揭秘：HBM供应链核心标的爆发；涨停缘由：向SK海力士、三星电子供应逻辑芯片，海力士占全球HBM市场80%份额，直接受益存储扩产与AI算力升级；资金逻辑：机构密集调研叠加早盘暴力拉升封板，成交额达19.05亿元；风险提示：客户集中度高，HBM技术迭代加速带来替代压力	1、公司子公司成都科美特专注于含氟类特种气体的研产销，主要产品为六氟化硫和四氟化碳，目前为合肥长鑫供应含氟类特种气体； 2、公司向SK海力士、三星电子等提供逻辑芯片，海力士占全球HBM市场80%份额	2026-03-03\|90.48\|-6.80\|97.10\|98.03\|90.00\|158978;2026-03-04\|90.56\|0.09\|89.38\|93.38\|89.00\|101799;2026-03-05\|93.12\|2.83\|93.49\|95.77\|91.72\|121781;2026-03-06\|92.16\|-1.03\|91.93\|93.98\|91.45\|89431;2026-03-09\|87.91\|-4.61\|90.20\|90.59\|84.67\|146416;2026-03-10\|90.01\|2.39\|90.01\|90.80\|87.80\|111336;2026-03-11\|90.72\|0.79\|90.43\|92.85\|90.23\|105664;2026-03-12\|89.03\|-1.86\|89.99\|93.65\|87.81\|101936;2026-03-13\|89.17\|0.16\|88.01\|92.56\|87.04\|115345;2026-03-16\|90.10\|1.04\|89.18\|90.89\|86.20\|112054;2026-03-17\|86.80\|-3.66\|90.07\|90.66\|86.68\|100128;2026-03-18\|91.04\|4.88\|88.08\|92.13\|87.61\|175228;2026-03-19\|85.15\|-6.47\|89.38\|89.60\|84.50\|183428;2026-03-20\|83.06\|-2.45\|85.99\|86.13\|83.02\|101363;2026-03-23\|78.55\|-5.43\|81.01\|81.50\|78.00\|137044;2026-03-24\|78.95\|0.51\|79.74\|79.88\|76.25\|92949;2026-03-25\|82.72\|4.78\|80.57\|84.95\|80.35\|127267;2026-03-26\|80.93\|-2.16\|81.69\|82.97\|80.62\|72389;2026-03-27\|83.21\|2.82\|79.45\|83.92\|78.50\|80556;2026-03-30\|86.18\|3.57\|82.13\|86.90\|82.05\|119310;2026-03-31\|78.74\|-8.63\|84.43\|84.43\|78.70\|163004;2026-04-01\|79.56\|1.04\|81.50\|81.68\|78.61\|116761;2026-04-02\|77.23\|-2.93\|79.56\|80.00\|76.68\|87930;2026-04-03\|78.15\|1.19\|78.02\|80.12\|77.65\|85045;2026-04-07\|78.44\|0.37\|78.68\|79.97\|78.16\|68206;2026-04-08\|83.70\|6.71\|81.26\|83.80\|81.00\|116689;2026-04-09\|84.45\|0.90\|82.65\|85.78\|82.27\|103766;2026-04-10\|85.43\|1.16\|85.25\|86.66\|85.00\|96381;2026-04-13\|85.56\|0.15\|84.50\|86.30\|84.35\|76101;2026-04-14\|88.09\|2.96\|86.85\|88.64\|86.26\|121889;2026-04-15\|86.09\|-2.27\|88.96\|89.50\|85.60\|96891;2026-04-16\|86.12\|0.03\|85.99\|87.04\|84.80\|95919;2026-04-17\|85.90\|-0.26\|85.42\|86.59\|84.43\|90739;2026-04-20\|86.46\|0.65\|85.89\|87.88\|84.79\|102246;2026-04-21\|87.59\|1.31\|86.46\|88.70\|84.92\|104686;2026-04-22\|90.48\|3.30\|87.60\|91.39\|87.21\|133148;2026-04-23\|89.13\|-1.49\|92.00\|92.54\|87.50\|136139;2026-04-24\|89.10\|-0.03\|89.33\|91.00\|88.66\|100789;2026-04-27\|89.12\|0.02\|89.29\|91.42\|88.49\|150006;2026-04-28\|83.62\|-6.17\|83.00\|85.50\|80.50\|266528;2026-04-29\|83.94\|0.38\|83.29\|84.25\|80.25\|146127;2026-04-30\|84.71\|0.92\|85.54\|86.76\|84.45\|118647;2026-05-06\|90.21\|6.49\|87.55\|92.99\|87.55\|217313;2026-05-07\|92.08\|2.07\|91.13\|92.36\|89.83\|143758;2026-05-08\|88.86\|-3.50\|90.52\|90.98\|88.22\|130911;2026-05-11\|94.55\|6.40\|92.78\|97.00\|92.33\|268927;2026-05-12\|93.86\|-0.73\|96.00\|96.53\|92.57\|160399;2026-05-13\|103.25\|10.00\|91.99\|103.25\|91.35\|236592;2026-05-14\|106.90\|3.54\|107.00\|109.99\|104.50\|408573;2026-05-15\|107.46\|0.52\|108.97\|114.80\|106.14\|382605;2026-05-18\|114.19\|6.26\|117.14\|118.21\|113.01\|392406;2026-05-19\|115.96\|1.55\|112.97\|115.96\|107.44\|405614;2026-05-20\|120.56\|3.97\|116.13\|122.98\|116.00\|383040;2026-05-21\|113.90\|-5.52\|122.73\|125.00\|113.63\|425462;2026-05-22\|116.50\|2.28\|114.75\|118.18\|110.32\|345053;2026-05-25\|128.15\|10.00\|119.33\|128.15\|115.55\|393215;2026-05-26\|123.21\|-3.85\|125.54\|126.19\|119.60\|396234;2026-05-27\|118.41\|-3.90\|125.00\|127.48\|117.30\|306556;2026-05-28\|115.36\|-2.58\|114.82\|116.90\|110.94\|280206;2026-05-29\|107.67\|-6.67\|115.84\|117.60\|106.23\|301604;2026-06-01\|104.99\|-2.21\|108.00\|110.80\|104.59\|214901;2026-06-02\|109.63\|4.42\|104.87\|112.00\|103.40\|255249;2026-06-03\|113.80\|3.80\|110.19\|116.00\|110.10\|244695;2026-06-04\|117.78\|3.50\|111.50\|120.00\|111.48\|274044;2026-06-05\|115.00\|-2.36\|113.74\|119.09\|111.41\|258014;2026-06-08\|105.62\|-8.16\|107.66\|110.00\|104.70\|237896;2026-06-09\|111.41\|5.48\|108.79\|111.50\|105.81\|210295;2026-06-10\|122.55\|10.00\|107.95\|122.55\|107.10\|334547;2026-06-11\|134.81\|10.00\|126.22\|134.81\|124.00\|576461;2026-06-12\|132.99\|-1.35\|140.01\|144.50\|131.81\|663193;2026-06-15\|138.83\|4.39\|133.32\|138.88\|128.00\|406589;2026-06-16\|137.76\|-0.77\|137.45\|143.60\|135.05\|366139;2026-06-17\|147.92\|7.38\|137.00\|149.22\|136.00\|374932;2026-06-18\|150.16\|1.51\|146.44\|151.60\|143.85\|317760;2026-06-22\|165.18\|10.00\|152.86\|165.18\|152.86\|347296;2026-06-23\|157.32\|-4.76\|160.03\|167.80\|155.20\|351117;2026-06-24\|173.05\|10.00\|155.00\|173.05\|155.00\|325014;2026-06-25\|181.03\|4.61\|184.00\|186.50\|172.00\|407547;2026-06-26\|188.60\|4.18\|180.00\|195.20\|178.20\|355978;2026-06-29\|207.46\|10.00\|199.13\|207.46\|191.18\|416677;2026-06-30\|224.50\|8.21\|216.24\|228.10\|207.47\|447219;2026-07-01\|236.09\|5.16\|220.00\|246.44\|218.00\|449673;2026-07-02\|212.48\|-10.00\|216.00\|225.88\|212.48\|424821;2026-07-03\|199.50\|-6.11\|205.73\|209.99\|195.88\|463281;2026-07-06\|186.45\|-6.54\|203.25\|205.00\|181.00\|410305;2026-07-07\|185.82\|-0.34\|184.17\|193.33\|181.00\|290456;2026-07-08\|190.00\|2.25\|189.00\|196.52\|175.11\|339107;2026-07-09\|209.00\|10.00\|196.52\|209.00\|194.97\|335414;2026-07-10\|207.17\|-0.88\|220.00\|229.00\|207.00\|455959	HBM前驱体核心供应商+半导体材料平台。子公司UP Chemical是三星、SK海力士HBM用ALD/CVD前驱体核心供应商，国内无对等竞争对手，直接受益全球HBM扩产及国内存储厂前驱体国产化导入。多产品线受益存储周期：半导体前驱体、KrF光刻胶及配套试剂可用于CoWoS先进封装，前驱体有涨价预期。电子特气+LNG保温板提供业绩底仓。6月存储芯片板块带动半导体材料分支爆发。2026-06-10/11两连板、06-24再度涨停。
116627	消息称台积电先进制程代工将全线涨价	涨停揭秘：长电科技作为国内封测龙头，受益于NAND闪存价格企稳反弹及AI驱动存储需求上修；涨停缘由：公司深度绑定国内外主流存储厂商，覆盖NAND及DDR全品类；2026年Q1 NAND合约价环比上涨超15%，叠加服务器厂商补库启动，封测产能利用率回升；资金逻辑：4月8日涨停伴随成交额放量至前五日均值2.3倍，北向资金连续两日增持，显示产业资本与外资同步回补；风险提示：全球存储产能仍处高位，价格反弹持续性待验证，且公司2025年扣非净利同比下滑，盈利修复节奏偏缓	国内封测龙头，2026年固定资产投资预算约100亿，重点布局先进封装产线等	2026-03-03\|47.57\|1.71\|47.30\|49.89\|46.94\|1557580;2026-03-04\|47.86\|0.61\|45.91\|49.45\|45.91\|995265;2026-03-05\|48.70\|1.76\|49.30\|50.33\|48.22\|1147240;2026-03-06\|47.04\|-3.41\|48.10\|49.09\|46.86\|920253;2026-03-09\|45.00\|-4.34\|45.63\|45.63\|42.70\|1075819;2026-03-10\|46.00\|2.22\|46.00\|46.60\|45.35\|713216;2026-03-11\|46.81\|1.76\|46.46\|48.26\|46.33\|917879;2026-03-12\|45.73\|-2.31\|46.60\|47.68\|45.44\|653574;2026-03-13\|45.48\|-0.55\|45.27\|46.80\|44.79\|543064;2026-03-16\|45.75\|0.59\|45.31\|46.46\|44.15\|705271;2026-03-17\|43.75\|-4.37\|46.03\|46.04\|43.69\|621114;2026-03-18\|45.77\|4.62\|44.25\|46.17\|43.93\|791233;2026-03-19\|44.19\|-3.45\|44.79\|45.17\|44.00\|531942;2026-03-20\|42.03\|-4.89\|44.66\|44.75\|42.00\|772824;2026-03-23\|39.08\|-7.02\|40.48\|41.18\|38.67\|757104;2026-03-24\|39.45\|0.95\|39.90\|39.97\|38.39\|461181;2026-03-25\|40.64\|3.02\|39.90\|41.26\|39.87\|533289;2026-03-26\|39.43\|-2.98\|40.40\|40.76\|39.24\|377749;2026-03-27\|39.53\|0.25\|38.85\|39.94\|38.60\|367940;2026-03-30\|39.84\|0.78\|38.66\|39.97\|38.45\|338891;2026-03-31\|38.75\|-2.74\|39.50\|39.60\|38.55\|404005;2026-04-01\|39.49\|1.91\|39.88\|39.89\|39.24\|367070;2026-04-02\|38.48\|-2.56\|39.53\|39.53\|38.28\|328915;2026-04-03\|38.29\|-0.49\|38.88\|38.98\|38.02\|261706;2026-04-07\|38.82\|1.38\|38.70\|39.06\|38.54\|273821;2026-04-08\|41.98\|8.14\|40.05\|41.98\|40.03\|713712;2026-04-09\|41.91\|-0.17\|41.17\|42.47\|41.05\|497533;2026-04-10\|43.02\|2.65\|42.74\|43.79\|42.74\|667669;2026-04-13\|42.85\|-0.40\|42.50\|43.50\|42.50\|443211;2026-04-14\|44.34\|3.48\|43.60\|45.08\|43.30\|825500;2026-04-15\|43.59\|-1.69\|44.50\|44.70\|43.36\|680666;2026-04-16\|43.73\|0.32\|43.60\|44.02\|43.20\|442433;2026-04-17\|43.98\|0.57\|43.68\|44.60\|43.25\|613942;2026-04-20\|44.49\|1.16\|44.00\|45.00\|43.49\|611808;2026-04-21\|44.03\|-1.03\|44.50\|44.60\|43.13\|465116;2026-04-22\|45.51\|3.36\|43.84\|45.68\|43.77\|768614;2026-04-23\|44.41\|-2.42\|45.56\|45.78\|44.04\|663156;2026-04-24\|44.89\|1.08\|44.82\|45.87\|44.51\|700289;2026-04-27\|46.32\|3.19\|46.00\|46.95\|45.55\|1021313;2026-04-28\|45.10\|-2.63\|46.10\|46.49\|44.76\|804400;2026-04-29\|44.36\|-1.64\|44.20\|44.63\|43.09\|862876;2026-04-30\|45.56\|2.71\|44.65\|45.86\|44.11\|1014030;2026-05-06\|48.20\|5.79\|47.86\|49.18\|47.85\|1499983;2026-05-07\|48.76\|1.16\|48.90\|49.50\|47.47\|1321662;2026-05-08\|50.75\|4.08\|48.00\|51.59\|47.10\|1686549;2026-05-11\|55.83\|10.01\|53.80\|55.83\|53.19\|1629943;2026-05-12\|55.24\|-1.06\|56.76\|56.99\|54.60\|2243986;2026-05-13\|57.49\|4.07\|53.51\|57.97\|53.20\|2182123;2026-05-14\|54.31\|-5.53\|57.79\|57.79\|54.28\|1744515;2026-05-15\|58.05\|6.89\|55.17\|59.73\|54.63\|2510798;2026-05-18\|58.33\|0.48\|57.47\|61.96\|57.01\|2402943;2026-05-19\|60.81\|4.25\|56.91\|61.00\|56.08\|2319497;2026-05-20\|66.22\|8.90\|59.78\|66.89\|59.77\|2859682;2026-05-21\|66.84\|0.94\|66.88\|71.28\|65.67\|3125058;2026-05-22\|72.88\|9.04\|67.05\|73.14\|63.95\|2869279;2026-05-25\|80.17\|10.00\|74.00\|80.17\|71.00\|2751391;2026-05-26\|88.19\|10.00\|83.00\|88.19\|81.15\|3398367;2026-05-27\|86.16\|-2.30\|86.50\|94.90\|83.50\|3513412;2026-05-28\|84.74\|-1.65\|83.01\|87.50\|81.00\|2722646;2026-05-29\|82.05\|-3.17\|86.00\|89.77\|80.33\|3103586;2026-06-01\|75.65\|-7.80\|80.10\|83.51\|75.00\|2953365;2026-06-02\|75.35\|-0.40\|76.86\|77.54\|72.65\|2532512;2026-06-03\|80.13\|6.34\|76.23\|82.89\|76.23\|3253501;2026-06-04\|80.08\|-0.06\|79.00\|81.86\|77.80\|2270520;2026-06-05\|75.65\|-5.53\|79.66\|80.42\|75.08\|2053712;2026-06-08\|70.30\|-7.07\|70.92\|73.00\|69.70\|1681298;2026-06-09\|75.29\|7.10\|72.98\|75.65\|71.40\|1664743;2026-06-10\|74.05\|-1.65\|73.50\|76.44\|72.47\|1502748;2026-06-11\|71.95\|-2.84\|72.60\|74.26\|71.00\|1279991;2026-06-12\|68.92\|-4.21\|75.00\|75.88\|68.85\|1863166;2026-06-15\|74.32\|7.84\|70.30\|74.47\|67.95\|1781531;2026-06-16\|76.93\|3.51\|75.06\|78.38\|74.96\|1917094;2026-06-17\|81.76\|6.28\|76.00\|82.83\|76.00\|2228067;2026-06-18\|83.03\|1.55\|81.89\|85.55\|81.03\|2340780;2026-06-22\|91.33\|10.00\|85.88\|91.33\|85.60\|2372194;2026-06-23\|86.09\|-5.63\|91.96\|91.96\|84.38\|2221175;2026-06-24\|94.70\|10.00\|84.00\|94.70\|84.00\|2573253;2026-06-25\|104.17\|10.00\|100.00\|104.17\|99.99\|1197230;2026-06-26\|100.89\|-3.15\|106.92\|109.33\|100.68\|3358285;2026-06-29\|103.25\|2.34\|103.00\|105.80\|92.40\|3261605;2026-06-30\|103.55\|0.29\|101.29\|105.07\|96.45\|2285109;2026-07-01\|106.64\|2.98\|105.50\|111.11\|101.68\|2459790;2026-07-02\|95.98\|-10.00\|99.00\|101.00\|95.98\|1908044;2026-07-03\|90.88\|-5.31\|93.40\|94.98\|88.35\|1782265;2026-07-06\|95.09\|4.63\|94.85\|97.90\|90.88\|2084214;2026-07-07\|100.99\|6.20\|92.00\|102.88\|91.80\|2272055;2026-07-08\|94.11\|-6.81\|100.90\|102.68\|91.00\|2071654;2026-07-09\|103.52\|10.00\|97.70\|103.52\|94.60\|2063758;2026-07-10\|101.11\|-2.33\|108.88\|113.87\|101.11\|3058528	先进封装龙头+HBM/AI封测+78亿临港扩产。6月24日晚公告拟总投资78亿元在上海临港建高端先进封测工厂，重点布局2.5D/3D堆叠、HBM封装、Chiplet、混合键合及CPO光电共封装。国内极少数具备大尺寸晶圆级封装及HBM相关封测能力厂商，AI相关销售额占比升至21%（同比+43%），摩根大通上调至增持。美光财报引爆存储+封测链，获消闲派、小鳄鱼等一线游资合力买入。2026-06-24涨停(94.70元)，06-25续涨，近4天3板。
116626	消息称台积电先进制程代工将全线涨价	存储芯片封测+SK海力士+无锡国资+一季报增长行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月5日互动易，子公司海太半导体与SK海力士签订第四期后工序服务合同，以“全部成本+约定收益”模式提供后工序服务至2030年6月30日；据2025年年报，海太半导体具备10纳米级晶圆封装国际先进水平，太极半导体实现1β DRAM和300+层NAND闪存封测量产。 2、据2025年年报及公司公告，公司最终控制人为无锡市人民政府国有资产监督管理委员会，属于国有企业。 3、据2026年一季报，公司实现归母净利润1.29亿元，同比增长9.48%。	DRAM封装龙头；子公司海太半导体的封测业务主要是为SK海力士的DRAM产品提供后工序服务，对12英寸1Z纳米级晶圆进行集成电路封装，海太半导体由公司和SK海力士共同投资组建，公司持有海太半导体55%股权，SK海力士持有海太半导体45%股权	2026-03-03\|9.78\|-8.60\|10.68\|10.82\|9.73\|1811220;2026-03-04\|9.92\|1.43\|9.46\|10.28\|9.45\|1408020;2026-03-05\|10.32\|4.03\|10.40\|10.80\|10.25\|1676838;2026-03-06\|10.18\|-1.36\|10.18\|10.55\|10.15\|1441322;2026-03-09\|9.92\|-2.55\|9.78\|9.98\|9.36\|1448844;2026-03-10\|10.71\|7.96\|10.19\|10.90\|10.16\|2303088;2026-03-11\|10.61\|-0.93\|10.57\|10.91\|10.57\|1538403;2026-03-12\|10.36\|-2.36\|10.60\|10.73\|10.22\|1119853;2026-03-13\|10.24\|-1.16\|10.22\|10.68\|10.01\|1483795;2026-03-16\|11.26\|9.96\|10.27\|11.26\|10.27\|2210504;2026-03-17\|11.59\|2.93\|11.50\|11.81\|11.22\|3766113;2026-03-18\|11.66\|0.60\|11.70\|12.12\|11.26\|3005384;2026-03-19\|11.23\|-3.69\|11.16\|11.64\|11.01\|2194758;2026-03-20\|10.68\|-4.90\|11.41\|11.44\|10.66\|2020183;2026-03-23\|9.97\|-6.65\|10.10\|10.51\|9.86\|1741480;2026-03-24\|10.24\|2.71\|10.18\|10.26\|9.36\|2171084;2026-03-25\|10.48\|2.34\|10.25\|10.87\|10.25\|2147865;2026-03-26\|9.77\|-6.77\|10.29\|10.44\|9.75\|1822469;2026-03-27\|9.81\|0.41\|9.39\|10.04\|9.15\|1768960;2026-03-30\|9.72\|-0.92\|9.55\|9.85\|9.32\|1189664;2026-03-31\|8.94\|-8.02\|9.56\|9.63\|8.92\|1999058;2026-04-01\|9.17\|2.57\|9.30\|9.44\|9.10\|1516227;2026-04-02\|8.80\|-4.03\|9.31\|9.35\|8.75\|1236437;2026-04-03\|8.56\|-2.73\|8.89\|8.91\|8.52\|873485;2026-04-07\|8.81\|2.92\|8.70\|8.95\|8.68\|1064922;2026-04-08\|9.49\|7.72\|9.17\|9.49\|9.10\|1415810;2026-04-09\|9.63\|1.48\|9.30\|9.80\|9.25\|1410977;2026-04-10\|9.52\|-1.14\|9.80\|9.93\|9.50\|1160356;2026-04-13\|9.61\|0.95\|9.39\|9.67\|9.39\|835814;2026-04-14\|10.19\|6.04\|9.82\|10.57\|9.80\|2742988;2026-04-15\|9.85\|-3.34\|10.21\|10.34\|9.81\|1714603;2026-04-16\|9.98\|1.32\|9.79\|10.08\|9.66\|1187480;2026-04-17\|9.95\|-0.30\|9.91\|10.05\|9.85\|920639;2026-04-20\|10.02\|0.70\|9.93\|10.23\|9.93\|1086629;2026-04-21\|9.99\|-0.30\|10.04\|10.14\|9.79\|873003;2026-04-22\|10.24\|2.50\|9.92\|10.25\|9.90\|1198887;2026-04-23\|9.90\|-3.32\|10.45\|10.48\|9.75\|1342672;2026-04-24\|9.71\|-1.92\|9.65\|9.94\|9.51\|1119914;2026-04-27\|9.88\|1.75\|9.82\|10.00\|9.70\|1114373;2026-04-28\|9.51\|-3.74\|9.84\|9.85\|9.44\|1038882;2026-04-29\|9.63\|1.26\|9.40\|9.67\|9.35\|847847;2026-04-30\|9.59\|-0.42\|9.69\|9.79\|9.51\|824377;2026-05-06\|10.16\|5.94\|10.15\|10.48\|10.12\|1978135;2026-05-07\|10.84\|6.69\|10.36\|10.97\|10.31\|2078199;2026-05-08\|10.71\|-1.20\|10.69\|10.85\|10.60\|1308226;2026-05-11\|11.15\|4.11\|11.10\|11.29\|10.93\|1917231;2026-05-12\|12.27\|10.04\|11.21\|12.27\|11.06\|3267916;2026-05-13\|13.26\|8.07\|11.83\|13.46\|11.72\|4043357;2026-05-14\|12.66\|-4.52\|13.26\|13.63\|12.66\|3008822;2026-05-15\|12.35\|-2.45\|12.66\|13.06\|12.19\|2458061;2026-05-18\|13.09\|5.99\|12.91\|13.59\|12.69\|3165496;2026-05-19\|13.10\|0.08\|12.88\|13.11\|12.42\|2392749;2026-05-20\|13.69\|4.50\|13.05\|13.92\|12.85\|3247346;2026-05-21\|12.42\|-9.28\|13.75\|13.93\|12.36\|3238550;2026-05-22\|12.61\|1.53\|12.63\|12.85\|12.14\|2275339;2026-05-25\|13.34\|5.79\|12.75\|13.35\|12.36\|2411411;2026-05-26\|13.27\|-0.52\|13.45\|13.75\|12.78\|2418285;2026-05-27\|13.92\|4.90\|14.05\|14.60\|13.58\|4288901;2026-05-28\|13.63\|-2.08\|13.77\|13.92\|13.13\|2929421;2026-05-29\|12.86\|-5.65\|13.73\|14.30\|12.67\|2943956;2026-06-01\|13.58\|5.60\|12.99\|14.15\|12.99\|3780865;2026-06-02\|14.94\|10.01\|13.63\|14.94\|13.49\|3908635;2026-06-03\|14.87\|-0.47\|15.00\|15.60\|14.64\|3718680;2026-06-04\|16.36\|10.02\|14.60\|16.36\|14.60\|1933063;2026-06-05\|16.15\|-1.28\|16.30\|17.18\|15.97\|4285252;2026-06-08\|14.94\|-7.49\|15.33\|16.34\|14.71\|3029443;2026-06-09\|15.61\|4.48\|15.50\|15.81\|14.73\|2834973;2026-06-10\|15.92\|1.99\|15.01\|16.64\|14.38\|3421558;2026-06-11\|17.51\|9.99\|15.38\|17.51\|15.33\|3391858;2026-06-12\|16.42\|-6.22\|18.70\|18.86\|16.40\|4175395;2026-06-15\|17.33\|5.54\|16.89\|17.46\|16.42\|3014435;2026-06-16\|17.99\|3.81\|17.59\|18.19\|17.20\|3518642;2026-06-17\|19.02\|5.73\|17.54\|19.54\|17.53\|3411338;2026-06-18\|20.92\|9.99\|19.03\|20.92\|18.76\|3695765;2026-06-22\|22.57\|7.89\|21.93\|22.95\|21.42\|4157658;2026-06-23\|20.92\|-7.31\|22.57\|22.57\|20.76\|3056657;2026-06-24\|23.01\|9.99\|20.49\|23.01\|20.49\|2126032;2026-06-25\|25.31\|10.00\|25.31\|25.31\|25.31\|152541;2026-06-26\|26.88\|6.20\|26.29\|27.84\|26.20\|5279278;2026-06-29\|29.00\|7.89\|27.84\|29.50\|25.98\|5127178;2026-06-30\|29.18\|0.83\|27.96\|29.70\|26.50\|3989956;2026-07-01\|32.10\|10.01\|28.86\|32.10\|28.86\|4150707;2026-07-02\|28.89\|-10.00\|29.62\|31.05\|28.89\|3922999;2026-07-03\|29.96\|3.70\|28.31\|31.00\|27.18\|4078632;2026-07-06\|27.41\|-8.51\|30.30\|31.18\|26.96\|3826444;2026-07-07\|26.32\|-3.98\|26.18\|27.56\|24.88\|3361523;2026-07-08\|23.88\|-9.27\|26.53\|27.11\|23.87\|3255178;2026-07-09\|26.27\|10.01\|24.95\|26.27\|24.50\|3414727;2026-07-10\|25.26\|-3.84\|26.82\|27.95\|25.24\|4329362	海太半导体(SK海力士合资)+HBM DRAM封测+十一科技洁净室EPC。子公司海太半导体（持股55%）是SK海力士在华唯一DRAM后道封测基地，承接其全球40%-50% DRAM封测，已量产HBM3E封测，直接受益SK海力士HBM4E送样效应。十一科技是国内晶圆厂洁净室工程绝对龙头(市占率>60%)，在手订单400亿+。重大诉讼结案+新董事长上任有无锡国资整合预期。2026-06-24涨停(23.01元)，06-25缩量一字2连板。
116625	消息称台积电先进制程代工将全线涨价	PCB用化学试剂+电子化学品+一季报增长行业原因： 1、据央视财经，沙特的朱拜勒工业区此前供应了全球大约70%的PPE树脂。但在今年3月底，由于霍尔木兹海峡航运受阻，相关工厂就已经停产。树脂是制造印刷电路板的重要材料，其中，PPE树脂主要用于高端产品。 2、据央视财经，今年以来，算力需求爆发，带动电子布价格大幅上涨。截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月11日互动易，公司PCB用化学试剂包括各类规格的过硫酸钠、硫酸铜、硝酸银、氢氧化钠、盐酸、硫酸、硝酸、环氧氯丙烷、氢氟酸、丙酮、氨水、甲醛等。 2、据2026年5月15日机构调研，公司部分电子化学品可用于半导体生产过程中的清洗、蚀刻、显影、去胶等工艺环节。 3、公司主要从事化学试剂的研发、生产、销售，原料药及食品添加剂生产及销售，并从事部分化工原料贸易等业务。产品主要应用领域包括新材料、生物医药、石油化工、新能源等行业。 4、据2026年4月29日一季报，公司2026年一季度归母净利润为1198.05万元，同比增长38.68%。	公司拥有光刻胶配套试剂产品，和英特尔产品（成都）有限公司，美维控股，兴森电子，信利半导体，超声电子、韩国东进世美肯公司等建立业务合作关系	2026-03-03\|8.46\|-2.98\|8.76\|8.83\|8.45\|239857;2026-03-04\|8.35\|-1.30\|8.32\|8.51\|8.32\|148668;2026-03-05\|8.51\|1.92\|8.52\|8.60\|8.46\|155106;2026-03-06\|8.72\|2.47\|8.48\|8.74\|8.43\|162509;2026-03-09\|8.53\|-2.18\|8.61\|8.69\|8.41\|173046;2026-03-10\|8.68\|1.76\|8.60\|8.68\|8.58\|118187;2026-03-11\|8.68\|0.00\|8.68\|8.75\|8.62\|117573;2026-03-12\|8.56\|-1.38\|8.65\|8.69\|8.54\|118153;2026-03-13\|8.53\|-0.35\|8.53\|8.68\|8.50\|118200;2026-03-16\|8.64\|1.29\|8.50\|8.65\|8.48\|106705;2026-03-17\|8.44\|-2.31\|8.67\|8.67\|8.42\|124198;2026-03-18\|8.45\|0.12\|8.41\|8.48\|8.33\|103328;2026-03-19\|8.08\|-4.38\|8.38\|8.39\|8.05\|200323;2026-03-20\|7.82\|-3.22\|8.09\|8.14\|7.80\|143067;2026-03-23\|7.44\|-4.86\|7.61\|7.79\|7.40\|181392;2026-03-24\|7.70\|3.49\|7.58\|7.71\|7.44\|158839;2026-03-25\|7.81\|1.43\|7.71\|7.84\|7.70\|117261;2026-03-26\|7.69\|-1.54\|7.81\|7.87\|7.65\|92716;2026-03-27\|7.92\|2.99\|7.60\|7.93\|7.56\|122679;2026-03-30\|7.97\|0.63\|7.81\|7.98\|7.77\|90860;2026-03-31\|7.80\|-2.13\|7.96\|8.00\|7.78\|96931;2026-04-01\|7.87\|0.90\|7.94\|7.96\|7.81\|72044;2026-04-02\|7.75\|-1.52\|7.84\|7.90\|7.69\|73990;2026-04-03\|7.55\|-2.58\|7.79\|7.80\|7.54\|81964;2026-04-07\|7.96\|5.43\|7.55\|8.12\|7.55\|221903;2026-04-08\|7.99\|0.38\|8.00\|8.03\|7.88\|249629;2026-04-09\|7.80\|-2.38\|7.91\|7.98\|7.80\|155773;2026-04-10\|7.76\|-0.51\|7.83\|7.90\|7.74\|137095;2026-04-13\|7.73\|-0.39\|7.68\|7.75\|7.62\|112296;2026-04-14\|7.73\|0.00\|7.76\|7.78\|7.61\|120788;2026-04-15\|7.57\|-2.07\|7.75\|7.75\|7.56\|142714;2026-04-16\|7.63\|0.79\|7.59\|7.68\|7.51\|114628;2026-04-17\|7.62\|-0.13\|7.63\|7.74\|7.57\|124990;2026-04-20\|7.63\|0.13\|7.60\|7.68\|7.55\|122951;2026-04-21\|7.84\|2.75\|7.63\|7.90\|7.63\|291895;2026-04-22\|7.81\|-0.38\|7.77\|7.93\|7.74\|174615;2026-04-23\|7.91\|1.28\|7.98\|8.41\|7.87\|332378;2026-04-24\|7.74\|-2.15\|7.89\|7.91\|7.66\|218192;2026-04-27\|7.77\|0.39\|7.72\|7.88\|7.70\|164370;2026-04-28\|7.78\|0.13\|7.69\|7.88\|7.66\|149153;2026-04-29\|8.00\|2.83\|7.80\|8.04\|7.75\|233829;2026-04-30\|8.05\|0.62\|8.00\|8.09\|7.96\|155187;2026-05-06\|8.12\|0.87\|8.12\|8.15\|8.02\|191091;2026-05-07\|8.18\|0.74\|8.10\|8.20\|8.05\|203175;2026-05-08\|8.09\|-1.10\|8.13\|8.16\|8.07\|166106;2026-05-11\|8.18\|1.11\|8.10\|8.21\|8.08\|213266;2026-05-12\|8.08\|-1.22\|8.17\|8.17\|7.99\|161465;2026-05-13\|8.15\|0.87\|8.02\|8.16\|8.01\|155666;2026-05-14\|8.04\|-1.35\|8.17\|8.23\|8.03\|233954;2026-05-15\|8.20\|1.99\|8.04\|8.30\|8.02\|276571;2026-05-18\|8.21\|0.12\|8.14\|8.24\|7.99\|207124;2026-05-19\|8.22\|0.12\|8.21\|8.30\|8.10\|188887;2026-05-20\|8.46\|2.92\|8.20\|8.50\|8.16\|513884;2026-05-21\|8.09\|-4.37\|8.46\|8.49\|7.98\|499191;2026-05-22\|8.30\|2.60\|8.01\|8.32\|7.80\|342801;2026-05-25\|8.45\|1.81\|8.30\|8.50\|8.24\|362370;2026-05-26\|8.27\|-2.13\|8.40\|8.43\|8.18\|300152;2026-05-27\|7.96\|-3.75\|8.22\|8.40\|7.92\|297196;2026-05-28\|8.12\|2.01\|7.91\|8.23\|7.83\|232615;2026-05-29\|7.51\|-7.51\|8.05\|8.09\|7.41\|415272;2026-06-01\|7.60\|1.20\|7.45\|7.67\|7.40\|183225;2026-06-02\|7.43\|-2.24\|7.56\|7.58\|7.41\|162672;2026-06-03\|7.41\|-0.27\|7.39\|7.59\|7.17\|218782;2026-06-04\|7.49\|1.08\|7.35\|7.54\|7.27\|176859;2026-06-05\|7.55\|0.80\|7.46\|7.71\|7.10\|313697;2026-06-08\|7.16\|-5.17\|7.33\|7.53\|7.05\|224122;2026-06-09\|7.88\|10.06\|7.28\|7.88\|7.13\|427803;2026-06-10\|8.06\|2.28\|7.88\|8.17\|7.80\|675158;2026-06-11\|8.22\|1.99\|8.00\|8.27\|7.90\|615470;2026-06-12\|7.93\|-3.53\|8.21\|8.24\|7.88\|479280;2026-06-15\|8.25\|4.04\|7.90\|8.34\|7.85\|480879;2026-06-16\|8.50\|3.03\|8.14\|8.61\|8.08\|688546;2026-06-17\|8.44\|-0.71\|8.32\|8.63\|8.28\|537766;2026-06-18\|8.86\|4.98\|8.36\|9.00\|8.28\|788274;2026-06-22\|9.11\|2.82\|9.04\|9.30\|8.94\|1008817;2026-06-23\|10.02\|9.99\|9.50\|10.02\|9.50\|705984;2026-06-24\|11.02\|9.98\|11.02\|11.02\|11.02\|148228;2026-06-25\|10.27\|-6.81\|11.75\|11.75\|9.92\|2193941;2026-06-26\|9.62\|-6.33\|9.92\|10.33\|9.50\|1425152;2026-06-29\|9.35\|-2.81\|9.75\|10.30\|8.94\|1298172;2026-06-30\|9.48\|1.39\|9.15\|9.59\|8.95\|929595;2026-07-01\|10.00\|5.49\|9.41\|10.09\|9.35\|1210803;2026-07-02\|11.00\|10.00\|9.70\|11.00\|9.61\|1099635;2026-07-03\|9.95\|-9.55\|10.56\|10.76\|9.92\|1217954;2026-07-06\|9.36\|-5.93\|10.11\|10.15\|9.33\|766836;2026-07-07\|9.92\|5.98\|9.26\|10.30\|9.20\|1025194;2026-07-08\|9.58\|-3.43\|10.02\|10.23\|9.35\|889118;2026-07-09\|9.12\|-4.80\|9.39\|9.61\|8.76\|922732;2026-07-10\|8.76\|-3.95\|8.95\|9.41\|8.76\|812948	半导体湿电子化学品+光刻胶配套试剂+AI PCB耗材。具备SEMI G5级高纯异丙醇（IPA）、光刻配套显影/剥离液，批量供货中芯国际、长江存储及深南电路等AI高阶PCB龙头。锆前驱体断供替代预期：日本东曹限制氧化锆前驱体对华出口，西陇是国内少数可规模化外销电子级正丙醇锆的厂商。2026Q1扭亏，总市值60亿小盘股。6月光刻胶/半导体材料板块联动+AI PCB上游耗材需求预期。2026-06-23/06-24走出2连板(11.02元)。
116624	消息称台积电先进制程代工将全线涨价	半导体附属装备+光刻胶剥离液+产品测试进展行业原因：华泰证券指出，存储行业正快速增长，伴随当前晶圆厂、存储企业等扩产，以及芯片向新型存储技术、先进制程、先进封装等发展，全球半导体材料市场有望迎来快速增长。公司原因： 1、据2026年6月1日机构调研，公司围绕半导体生产主设备打造附属装备和核心零部件平台，研制涵盖L/S、LOC-VOC、真空设备、温控设备等多品类核心产品，已在重要技术路线掌握、核心工艺段覆盖等方面取得成绩。 2、据2026年4月23日年报，公司“国产半导体制程附属设备及关键零部件项目一期”正式投产；L/S设备新机型在国际知名半导体客户ETCH制程测试，多级罗茨真空设备部分产品已发送至国际知名半导体客户验证测试。 3、据2026年4月23日年报及2025年7月24日公告，公司电子化学品材料包括光刻胶剥离液、蚀刻液等，2025年该业务收入4,949.44万元，同比增长72.28%。	公司为华为武汉研发生产项目-海思光工厂洁净室提供工艺废气治理系统	2026-03-03\|24.51\|-4.59\|25.69\|26.14\|24.51\|21217;2026-03-04\|24.10\|-1.67\|24.27\|24.72\|23.89\|17742;2026-03-05\|24.88\|3.24\|24.42\|25.04\|24.42\|16591;2026-03-06\|25.12\|0.96\|24.43\|25.26\|24.43\|9446;2026-03-09\|24.61\|-2.03\|24.68\|24.88\|24.23\|12534;2026-03-10\|25.28\|2.72\|24.97\|25.35\|24.85\|15478;2026-03-11\|24.79\|-1.94\|25.13\|25.58\|24.73\|16765;2026-03-12\|24.35\|-1.77\|24.79\|24.82\|24.30\|12815;2026-03-13\|24.31\|-0.16\|24.35\|24.75\|24.19\|11006;2026-03-16\|25.03\|2.96\|24.21\|25.21\|24.12\|21098;2026-03-17\|24.87\|-0.64\|25.03\|25.58\|24.75\|22328;2026-03-18\|25.38\|2.05\|24.80\|25.38\|24.70\|13466;2026-03-19\|24.82\|-2.21\|25.12\|25.28\|24.56\|12228;2026-03-20\|24.11\|-2.86\|24.91\|25.05\|24.11\|15844;2026-03-23\|23.03\|-4.48\|23.80\|23.89\|22.61\|23943;2026-03-24\|24.39\|5.91\|23.55\|25.33\|23.10\|82039;2026-03-25\|23.95\|-1.80\|24.00\|24.93\|23.73\|62746;2026-03-26\|23.18\|-3.21\|23.80\|24.09\|23.05\|33104;2026-03-27\|25.50\|10.01\|22.83\|25.50\|22.75\|60881;2026-03-30\|25.24\|-1.02\|24.94\|25.98\|24.94\|57786;2026-03-31\|24.75\|-1.94\|25.48\|25.60\|24.73\|35513;2026-04-01\|25.08\|1.33\|24.99\|25.40\|24.87\|24694;2026-04-02\|24.94\|-0.56\|25.09\|25.69\|24.80\|27721;2026-04-03\|24.30\|-2.57\|24.94\|25.29\|24.01\|26091;2026-04-07\|24.98\|2.80\|24.60\|25.16\|24.48\|21996;2026-04-08\|25.51\|2.12\|25.45\|25.63\|25.00\|28817;2026-04-09\|25.71\|0.78\|25.38\|25.87\|25.10\|34391;2026-04-10\|26.23\|2.02\|25.70\|26.68\|25.53\|46919;2026-04-13\|26.20\|-0.11\|26.00\|26.43\|25.93\|23365;2026-04-14\|26.16\|-0.15\|26.40\|26.77\|25.90\|20744;2026-04-15\|25.92\|-0.92\|26.18\|26.23\|25.80\|17589;2026-04-16\|26.42\|1.93\|26.20\|26.60\|25.92\|29483;2026-04-17\|26.16\|-0.98\|26.29\|26.53\|26.06\|21770;2026-04-20\|26.32\|0.61\|26.11\|26.44\|25.86\|19039;2026-04-21\|26.47\|0.57\|26.20\|26.98\|26.20\|20044;2026-04-22\|26.62\|0.57\|26.42\|26.70\|26.21\|21159;2026-04-23\|26.91\|1.09\|27.00\|28.30\|26.87\|81594;2026-04-24\|26.01\|-3.34\|26.77\|27.04\|25.98\|40138;2026-04-27\|26.30\|1.11\|25.98\|26.37\|25.44\|25772;2026-04-28\|25.68\|-2.36\|26.01\|26.32\|25.60\|19476;2026-04-29\|25.40\|-1.09\|25.68\|25.68\|25.22\|23459;2026-04-30\|26.02\|2.44\|24.88\|26.37\|24.88\|36836;2026-05-06\|25.90\|-0.46\|26.06\|26.50\|25.66\|27805;2026-05-07\|26.35\|1.74\|25.88\|26.58\|25.88\|26890;2026-05-08\|26.05\|-1.14\|26.19\|26.35\|25.60\|22550;2026-05-11\|26.30\|0.96\|26.07\|26.41\|25.86\|23292;2026-05-12\|25.83\|-1.79\|26.30\|26.30\|25.66\|18626;2026-05-13\|26.69\|3.33\|25.80\|26.98\|25.29\|37710;2026-05-14\|27.34\|2.44\|26.69\|27.98\|26.00\|61661;2026-05-15\|27.81\|1.72\|27.17\|28.28\|27.17\|58045;2026-05-18\|27.75\|-0.22\|27.77\|27.93\|27.36\|34453;2026-05-19\|27.85\|0.36\|27.50\|28.27\|27.50\|26189;2026-05-20\|30.64\|10.02\|27.85\|30.64\|27.73\|91249;2026-05-21\|32.90\|7.38\|32.26\|33.70\|31.90\|153716;2026-05-22\|30.49\|-7.33\|33.59\|33.70\|30.07\|200735;2026-05-25\|30.45\|-0.13\|30.00\|31.29\|29.30\|147149;2026-05-26\|29.80\|-2.13\|29.88\|30.30\|28.51\|119122;2026-05-27\|28.34\|-4.90\|29.65\|30.90\|27.76\|87017;2026-05-28\|31.17\|9.99\|27.77\|31.17\|27.32\|123539;2026-05-29\|34.29\|10.01\|32.36\|34.29\|32.28\|149731;2026-06-01\|32.87\|-4.14\|33.00\|34.98\|32.33\|193610;2026-06-02\|33.95\|3.29\|33.03\|34.96\|32.82\|164628;2026-06-03\|32.48\|-4.33\|32.75\|33.77\|31.90\|127052;2026-06-04\|31.39\|-3.36\|31.86\|32.57\|31.30\|76507;2026-06-05\|30.18\|-3.85\|31.45\|31.48\|29.71\|82255;2026-06-08\|28.86\|-4.37\|29.00\|30.46\|28.20\|81225;2026-06-09\|29.92\|3.67\|28.86\|30.49\|28.86\|63474;2026-06-10\|30.75\|2.77\|29.54\|31.45\|29.51\|77112;2026-06-11\|33.83\|10.02\|30.33\|33.83\|30.33\|53790;2026-06-12\|33.76\|-0.21\|35.12\|37.21\|33.76\|178626;2026-06-15\|34.26\|1.48\|33.40\|34.75\|32.50\|128622;2026-06-16\|35.62\|3.97\|34.06\|35.88\|33.50\|133892;2026-06-17\|39.18\|9.99\|34.70\|39.18\|34.43\|144277;2026-06-18\|43.10\|10.01\|39.20\|43.10\|38.16\|183728;2026-06-22\|41.80\|-3.02\|43.96\|44.98\|39.72\|199339;2026-06-23\|41.18\|-1.48\|40.93\|42.10\|39.88\|102119;2026-06-24\|45.30\|10.00\|39.77\|45.30\|38.98\|164078;2026-06-25\|47.76\|5.43\|47.22\|49.83\|47.01\|203695;2026-06-26\|51.02\|6.83\|48.18\|52.15\|48.00\|148592;2026-06-29\|53.65\|5.15\|50.93\|55.10\|50.03\|150397;2026-06-30\|51.26\|-4.45\|53.12\|55.79\|49.69\|165735;2026-07-01\|55.30\|7.88\|50.75\|56.39\|50.20\|197876;2026-07-02\|49.77\|-10.00\|54.55\|54.80\|49.77\|161199;2026-07-03\|48.21\|-3.13\|47.67\|50.59\|47.30\|124058;2026-07-06\|45.91\|-4.77\|47.66\|49.60\|45.54\|77596;2026-07-07\|44.17\|-3.79\|45.47\|46.37\|43.90\|67716;2026-07-08\|42.27\|-4.30\|44.26\|44.88\|41.40\|52771;2026-07-09\|42.99\|1.70\|43.12\|43.35\|40.95\|48068;2026-07-10\|40.75\|-5.21\|43.18\|44.55\|40.71\|66642	半导体工艺废气治理龙头(市占率30%+)+附属设备转型+电子化学品。服务中芯国际、长江存储、华虹、合肥长鑫、华为海思光工厂。自研真空设备/温控设备通过SEMI认证。子公司盛剑微光刻胶剥离液/蚀刻液量产销售。6月23日向169名激励对象授予限制性股票(16.53元)。5月底17家机构调研。注意Q1仍亏损偏情绪博弈。2026-06-17/18两连板(6天3板)，06-25再度涨停。
116623	消息称台积电先进制程代工将全线涨价	高纯四氯化硅涨价+光纤材料+存储芯片行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据上证报2026年6月23日报道，受下游光纤预制棒需求增加拉动，高纯四氯化硅景气度上行，2025年底光纤用9N级高纯四氯化硅长协参考价约2.5万元/吨，今年一季度上行至约4.5万元/吨，阶段性价格涨幅约80%。 2、据2026年5月21日投资者关系活动记录表，公司高纯四氯化硅产能合计3万吨/年，自2025年第四季度开始销量上升，目前基本满负荷运行，下游主要应用于光纤预制棒；据上证报2026年6月23日报道，公司是国内高纯四氯化硅龙头，已实现PCVD芯棒工艺规模化供应，9N级产品销往欧洲市场。 3、据2026年5月21日股票交易风险提示公告，公司电子特气产品应用于存储芯片等领域，但存储芯片相关收入占公司营业收入比重不足1%。	公司电子特气产品应用于存储芯片等领域	2026-03-03\|28.17\|-3.69\|29.88\|30.25\|28.11\|375979;2026-03-04\|29.74\|5.57\|26.73\|30.38\|26.73\|295292;2026-03-05\|29.78\|0.13\|30.50\|32.06\|29.47\|285131;2026-03-06\|28.28\|-5.04\|29.77\|30.02\|28.05\|192766;2026-03-09\|26.49\|-6.33\|27.25\|27.86\|25.45\|247589;2026-03-10\|27.38\|3.36\|26.60\|28.20\|26.31\|192449;2026-03-11\|30.12\|10.01\|27.37\|30.12\|27.12\|185682;2026-03-12\|28.85\|-4.22\|30.72\|30.87\|28.55\|307526;2026-03-13\|27.20\|-5.72\|28.71\|28.95\|27.14\|207226;2026-03-16\|26.79\|-1.51\|27.53\|27.87\|25.95\|171767;2026-03-17\|24.81\|-7.39\|26.77\|26.94\|24.80\|166140;2026-03-18\|25.33\|2.10\|25.10\|25.50\|24.68\|92894;2026-03-19\|24.14\|-4.70\|25.00\|25.39\|24.00\|97955;2026-03-20\|23.23\|-3.77\|24.05\|24.42\|23.20\|82251;2026-03-23\|21.87\|-5.85\|22.60\|23.18\|21.76\|114280;2026-03-24\|22.22\|1.60\|22.33\|22.45\|21.40\|84161;2026-03-25\|24.44\|9.99\|22.48\|24.44\|22.46\|69815;2026-03-26\|23.57\|-3.56\|24.68\|24.68\|23.56\|143002;2026-03-27\|24.10\|2.25\|23.80\|24.48\|23.45\|125346;2026-03-30\|24.39\|1.20\|23.89\|24.75\|23.49\|102639;2026-03-31\|24.10\|-1.19\|24.16\|24.45\|23.54\|112472;2026-04-01\|24.06\|-0.17\|24.75\|24.81\|23.85\|83928;2026-04-02\|25.15\|4.53\|24.04\|25.60\|23.88\|251688;2026-04-03\|25.89\|2.94\|24.99\|26.49\|24.66\|279367;2026-04-07\|27.80\|7.38\|26.12\|28.38\|26.03\|304501;2026-04-08\|27.88\|0.29\|27.22\|28.34\|26.44\|301605;2026-04-09\|27.88\|0.00\|27.33\|28.12\|26.56\|225767;2026-04-10\|27.21\|-2.40\|27.97\|28.05\|27.10\|183934;2026-04-13\|27.48\|0.99\|26.58\|27.85\|26.47\|158557;2026-04-14\|27.67\|0.69\|27.50\|28.10\|26.99\|146138;2026-04-15\|27.28\|-1.41\|27.99\|28.57\|27.10\|143112;2026-04-16\|26.43\|-3.12\|26.88\|27.00\|26.13\|156312;2026-04-17\|26.81\|1.44\|26.09\|28.11\|26.01\|152944;2026-04-20\|28.65\|6.86\|27.55\|29.18\|27.35\|268883;2026-04-21\|29.17\|1.81\|28.79\|29.77\|28.20\|215845;2026-04-22\|30.30\|3.87\|29.00\|30.72\|28.45\|269868;2026-04-23\|30.54\|0.79\|30.00\|30.96\|29.33\|298644;2026-04-24\|29.78\|-2.49\|29.87\|30.46\|29.31\|203194;2026-04-27\|30.17\|1.31\|30.38\|30.89\|29.98\|183581;2026-04-28\|29.46\|-2.35\|30.08\|30.33\|29.13\|159257;2026-04-29\|29.20\|-0.88\|29.46\|29.90\|28.85\|113726;2026-04-30\|28.22\|-3.36\|29.08\|29.55\|28.20\|135541;2026-05-06\|29.66\|5.10\|28.80\|30.17\|28.53\|162497;2026-05-07\|32.63\|10.01\|30.66\|32.63\|30.66\|161379;2026-05-08\|33.97\|4.11\|33.17\|34.68\|32.80\|388695;2026-05-11\|35.53\|4.59\|35.16\|37.37\|34.77\|345192;2026-05-12\|38.40\|8.08\|35.85\|38.66\|34.70\|382719;2026-05-13\|42.24\|10.00\|37.81\|42.24\|37.50\|179877;2026-05-14\|42.70\|1.09\|44.91\|45.00\|41.48\|398352;2026-05-15\|40.39\|-5.41\|43.00\|45.28\|39.95\|418003;2026-05-18\|44.43\|10.00\|41.00\|44.43\|41.00\|128870;2026-05-19\|48.87\|9.99\|45.53\|48.87\|44.64\|333957;2026-05-20\|53.76\|10.01\|50.96\|53.76\|50.55\|79427;2026-05-21\|50.58\|-5.92\|56.78\|56.78\|50.00\|504077;2026-05-22\|49.68\|-1.78\|51.84\|52.40\|48.90\|381637;2026-05-25\|47.73\|-3.93\|49.68\|49.68\|46.38\|334628;2026-05-26\|43.86\|-8.11\|46.49\|46.80\|43.08\|273050;2026-05-27\|42.60\|-2.87\|44.37\|44.80\|42.20\|220308;2026-05-28\|42.96\|0.85\|43.00\|43.43\|41.84\|194905;2026-05-29\|45.31\|5.47\|42.62\|46.77\|42.51\|446996;2026-06-01\|41.81\|-7.72\|44.50\|45.78\|41.74\|311606;2026-06-02\|43.07\|3.01\|42.00\|44.04\|40.37\|270051;2026-06-03\|47.38\|10.01\|43.67\|47.38\|43.55\|290681;2026-06-04\|48.02\|1.35\|49.00\|50.67\|46.90\|483789;2026-06-05\|52.82\|10.00\|46.80\|52.82\|46.80\|473840;2026-06-08\|52.19\|-1.19\|50.70\|54.47\|47.99\|454633;2026-06-09\|54.53\|4.52\|54.07\|55.35\|50.20\|469377;2026-06-10\|59.98\|9.99\|52.20\|59.98\|52.19\|348051;2026-06-11\|58.97\|-1.68\|62.85\|64.78\|57.08\|665731;2026-06-12\|53.07\|-10.01\|58.17\|58.89\|53.07\|408843;2026-06-15\|54.76\|3.18\|53.07\|54.77\|50.68\|389537;2026-06-16\|57.48\|4.97\|53.90\|58.88\|53.55\|428878;2026-06-17\|55.44\|-3.55\|56.00\|57.38\|54.50\|328265;2026-06-18\|53.82\|-2.92\|55.80\|56.49\|53.35\|311967;2026-06-22\|59.20\|10.00\|55.56\|59.20\|55.56\|225680;2026-06-23\|65.12\|10.00\|64.14\|65.12\|60.00\|384272;2026-06-24\|71.63\|10.00\|66.20\|71.63\|64.08\|518462;2026-06-25\|69.68\|-2.72\|74.24\|75.00\|68.50\|475526;2026-06-26\|75.81\|8.80\|69.68\|76.65\|69.68\|459256;2026-06-29\|74.98\|-1.09\|76.49\|81.82\|70.31\|487045;2026-06-30\|71.65\|-4.44\|73.91\|73.97\|67.60\|371505;2026-07-01\|73.81\|3.01\|70.98\|74.36\|69.21\|348813;2026-07-02\|69.93\|-5.26\|68.88\|74.47\|66.43\|293104;2026-07-03\|64.80\|-7.34\|67.99\|68.97\|63.85\|269201;2026-07-06\|60.71\|-6.31\|66.00\|66.66\|60.44\|206972;2026-07-07\|57.88\|-4.66\|60.69\|61.45\|56.80\|171210;2026-07-08\|53.43\|-7.69\|57.88\|59.19\|53.00\|164821;2026-07-09\|55.92\|4.66\|54.50\|55.92\|52.03\|190067;2026-07-10\|52.79\|-5.60\|56.51\|58.99\|52.79\|220085	三氯氢硅/四氯化硅/电子级硅烷气龙头，电子级硅烷用于半导体/光伏；叠加光纤预制棒+MPO光模块材料概念。催化：AI光模块放量→MPO/光纤需求→三氯氢硅受益；电子级硅烷国产替代；光通信+半导体材料双概念共振。
116622	消息称台积电先进制程代工将全线涨价	半导体洁净室+中国电子云增资+AI算力行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年6月9日深桑达A官微，公司作为中国电子信息产业建设主力军，深度参与半导体产业全链布局，旗下子公司承建华虹无锡FAB9B项目洁净室及一般机电系统工程等项目；据2025年年度报告，公司洁净室整体解决方案业务营收超398亿元，在电子信息行业中保持国内领先优势。 2、据2026年6月9日公告，公司拟与中国电子云公司其他股东同步增资，增资金额合计不超过10亿元，旨在推动其在专属云与人工智能解决方案领域的业务发展。 3、据2025年半年报，公司自主研发了专属云平台软件CECSTACK、服务器虚拟化软件CeaSphere、新一代超融合产品CeaCube以及存算一体机等核心产品，建立了基于云原生技术架构的完整云产品体系，为客户建设高安全算力基础设施，输出多元异构混合算力、先进存力和高效运载力。 4、据2025年年度报告，公司实控人为中国电子信息产业集团有限公司，隶属国务院国资委。	1、公司作为中国电子信息产业建设主力军，深度参与半导体产业全链布局，旗下子公司承建华虹无锡FAB9B项目洁净室及一般机电系统工程等项目； 2、数字基础设施和数据资源体系的建设者和运营商；公司与百川智能、智谱 AI、中科闻歌等国内头部大模型公司建立生态合作关系，从技术、算力、商业化、产业落地等层面深入合作，推动中国电子云可信智算战略落地实现	2026-03-03\|18.41\|-6.60\|19.71\|19.73\|18.39\|337730;2026-03-04\|18.12\|-1.58\|18.16\|18.50\|18.03\|182091;2026-03-05\|18.66\|2.98\|18.43\|18.85\|18.13\|217095;2026-03-06\|18.96\|1.61\|18.48\|19.20\|18.42\|198735;2026-03-09\|19.14\|0.95\|18.71\|19.27\|18.17\|241712;2026-03-10\|19.20\|0.31\|19.51\|20.29\|18.97\|313690;2026-03-11\|18.82\|-1.98\|19.20\|19.39\|18.80\|226069;2026-03-12\|18.59\|-1.22\|18.80\|19.04\|18.38\|175482;2026-03-13\|17.74\|-4.57\|18.46\|18.46\|17.70\|272293;2026-03-16\|17.62\|-0.68\|17.71\|17.72\|17.26\|136032;2026-03-17\|17.57\|-0.28\|17.70\|18.08\|17.45\|151438;2026-03-18\|18.09\|2.96\|17.56\|18.36\|17.41\|242555;2026-03-19\|18.96\|4.81\|17.70\|19.90\|17.66\|808758;2026-03-20\|18.13\|-4.38\|19.33\|19.45\|18.09\|476451;2026-03-23\|17.18\|-5.24\|17.80\|18.40\|17.05\|352156;2026-03-24\|18.15\|5.65\|17.42\|18.41\|16.94\|415889;2026-03-25\|18.42\|1.49\|18.17\|18.95\|18.17\|290329;2026-03-26\|18.43\|0.05\|18.37\|19.15\|18.33\|365996;2026-03-27\|18.76\|1.79\|18.27\|18.85\|18.16\|231896;2026-03-30\|19.07\|1.65\|18.40\|19.65\|17.88\|424469;2026-03-31\|18.06\|-5.30\|18.83\|19.13\|18.04\|321355;2026-04-01\|18.30\|1.33\|18.43\|18.56\|18.00\|238943;2026-04-02\|17.50\|-4.37\|18.11\|18.18\|17.40\|244527;2026-04-03\|17.14\|-2.06\|17.59\|17.62\|17.01\|159210;2026-04-07\|16.83\|-1.81\|17.18\|17.25\|16.66\|184394;2026-04-08\|18.30\|8.73\|17.45\|18.37\|17.32\|377276;2026-04-09\|17.68\|-3.39\|18.10\|18.21\|17.55\|202877;2026-04-10\|17.89\|1.19\|17.86\|18.32\|17.75\|214491;2026-04-13\|18.08\|1.06\|17.69\|18.30\|17.66\|145082;2026-04-14\|18.67\|3.26\|18.29\|19.13\|18.28\|345925;2026-04-15\|18.60\|-0.37\|18.59\|19.22\|18.40\|278348;2026-04-16\|19.02\|2.26\|18.61\|19.20\|18.61\|243636;2026-04-17\|18.55\|-2.47\|18.80\|18.96\|18.51\|201651;2026-04-20\|18.76\|1.13\|18.50\|19.04\|18.49\|161481;2026-04-21\|18.18\|-3.09\|18.59\|18.65\|18.03\|211169;2026-04-22\|18.43\|1.38\|18.25\|18.55\|18.00\|176632;2026-04-23\|18.32\|-0.60\|18.42\|18.63\|18.18\|152728;2026-04-24\|17.92\|-2.18\|18.19\|18.30\|17.65\|189241;2026-04-27\|17.98\|0.33\|17.76\|18.20\|17.50\|169371;2026-04-28\|17.87\|-0.61\|17.80\|18.18\|17.48\|195299;2026-04-29\|17.79\|-0.45\|17.89\|17.98\|17.68\|139835;2026-04-30\|17.34\|-2.53\|17.77\|17.83\|17.24\|198175;2026-05-06\|17.84\|2.88\|17.42\|18.18\|17.42\|288325;2026-05-07\|18.22\|2.13\|18.00\|18.32\|17.99\|184174;2026-05-08\|18.29\|0.38\|18.10\|18.47\|17.91\|166899;2026-05-11\|19.06\|4.21\|18.51\|19.26\|18.17\|419285;2026-05-12\|18.82\|-1.26\|19.00\|19.26\|18.70\|216025;2026-05-13\|19.25\|2.28\|18.65\|19.46\|18.62\|300378;2026-05-14\|18.35\|-4.68\|19.38\|19.45\|18.35\|246083;2026-05-15\|18.39\|0.22\|18.31\|18.74\|18.21\|209669;2026-05-18\|18.90\|2.77\|18.77\|19.33\|18.70\|310624;2026-05-19\|19.63\|3.86\|18.90\|19.96\|18.80\|377340;2026-05-20\|20.00\|1.88\|19.97\|21.35\|19.75\|522506;2026-05-21\|19.13\|-4.35\|20.18\|20.44\|19.04\|409826;2026-05-22\|19.19\|0.31\|19.25\|19.46\|18.50\|355022;2026-05-25\|18.90\|-1.51\|19.19\|19.26\|18.51\|264947;2026-05-26\|18.31\|-3.12\|18.77\|18.79\|17.87\|287253;2026-05-27\|17.45\|-4.70\|18.17\|18.43\|17.41\|259095;2026-05-28\|17.63\|1.03\|17.45\|17.73\|17.00\|287281;2026-05-29\|16.47\|-6.58\|17.63\|17.75\|16.33\|337106;2026-06-01\|16.49\|0.12\|16.47\|16.90\|16.34\|195611;2026-06-02\|16.04\|-2.73\|16.49\|16.60\|15.77\|205422;2026-06-03\|15.94\|-0.50\|15.97\|16.28\|15.81\|165300;2026-06-04\|16.36\|2.63\|15.89\|17.34\|15.66\|309954;2026-06-05\|15.90\|-2.81\|16.46\|16.48\|15.90\|229122;2026-06-08\|15.10\|-5.03\|15.49\|15.73\|14.96\|200907;2026-06-09\|15.54\|2.91\|15.33\|15.65\|15.15\|145870;2026-06-10\|15.64\|0.64\|15.43\|16.54\|15.35\|225518;2026-06-11\|17.20\|9.97\|15.80\|17.20\|15.46\|364211;2026-06-12\|18.92\|10.00\|17.40\|18.92\|16.60\|1055556;2026-06-15\|20.81\|9.99\|19.20\|20.81\|18.75\|1004809;2026-06-16\|22.89\|10.00\|21.47\|22.89\|20.99\|1010397;2026-06-17\|23.22\|1.44\|23.21\|23.72\|21.80\|1604795;2026-06-18\|24.60\|5.94\|23.35\|25.54\|23.23\|1473955;2026-06-22\|24.59\|-0.04\|24.46\|25.20\|23.90\|909448;2026-06-23\|23.04\|-6.30\|24.80\|24.80\|22.51\|835196;2026-06-24\|25.34\|9.98\|23.39\|25.34\|22.98\|1042993;2026-06-25\|25.68\|1.34\|26.48\|27.19\|24.50\|1103243;2026-06-26\|24.22\|-5.69\|25.39\|25.74\|24.17\|829466;2026-06-29\|24.08\|-0.58\|24.98\|25.22\|22.39\|856146;2026-06-30\|24.95\|3.61\|24.05\|25.48\|23.76\|686622;2026-07-01\|24.00\|-3.81\|25.19\|25.60\|23.82\|645627;2026-07-02\|21.90\|-8.75\|23.04\|23.52\|21.60\|685149;2026-07-03\|20.97\|-4.25\|21.63\|22.10\|20.87\|496027;2026-07-06\|21.28\|1.48\|20.97\|21.68\|20.05\|575923;2026-07-07\|21.36\|0.38\|21.46\|22.39\|20.82\|602638;2026-07-08\|21.04\|-1.50\|21.70\|22.00\|20.43\|469756;2026-07-09\|22.42\|6.56\|21.50\|23.14\|21.50\|916185;2026-07-10\|21.68\|-3.30\|22.10\|23.50\|21.66\|697951	实控人CEC（中国电子），数据要素+信创央企+半导体洁净室三重属性。子公司中国电子云参与深圳数据交易所平台建设，推出AI可信数据空间解决方案。半导体洁净室补涨：旗下洁净室业务服务中芯国际、长鑫、华虹等，受半导体大厂扩产消息刺激被资金当作洁净室概念低位央企补涨。6月数据要素+信创政策窗口期叠加半导体洁净室主题共振，游资打造连板高度。2026-06-12至06-24多次涨停，6月中旬曾走出4连板。
116488	其它归类	提前终止减持+VLCC运价+油气运输+央企行业原因： 6月24日，布伦特原油期货跌至75.93美元/桶，为三月初以来的最低位。据央视财经消息，伊朗常驻联合国日内瓦办事处代表阿里·巴赫雷尼23日表示，霍尔木兹海峡现已开放，为期60天，其间不会收取任何费用。公司原因： 1、据2026年6月23日公告，持股5%以上股东中石化集团提前终止减持计划，剩余未减持股份不再减持，并重申坚定看好公司战略发展和投资价值。 2、据2026年6月18日机构调研，公司判断VLCC运费已见底回升，预计霍尔木兹海峡正式通航后运价向上跳涨概率远高于下跌，行业定价权提升且周期弱化。 3、据2026年4月25日一季报及2025年年报，公司以油气运输和干散货运输为双核心，VLCC船队规模世界第一，2026年一季度归母净利润27.63亿元同比增长219.31%；公司最终控制人为国务院国资委。	招商局集团旗下，主要从事国际原油、国际与国内干散货、国内滚装等海运业务	2026-03-03\|19.65\|10.02\|18.90\|19.65\|17.92\|3795464;2026-03-04\|17.71\|-9.87\|18.80\|18.80\|17.69\|3466699;2026-03-05\|17.46\|-1.41\|17.34\|18.40\|16.50\|3005058;2026-03-06\|17.12\|-1.95\|17.00\|17.85\|16.65\|2468777;2026-03-09\|15.72\|-8.18\|17.64\|17.64\|15.47\|2899306;2026-03-10\|16.47\|4.77\|15.50\|17.29\|15.50\|3254021;2026-03-11\|16.30\|-1.03\|16.35\|16.50\|15.95\|2200604;2026-03-12\|15.97\|-2.02\|16.30\|16.45\|15.57\|1889268;2026-03-13\|15.58\|-2.44\|15.87\|16.26\|15.35\|1596298;2026-03-16\|16.75\|7.51\|15.58\|16.94\|15.45\|2261161;2026-03-17\|16.49\|-1.55\|16.80\|17.07\|16.42\|1444409;2026-03-18\|18.02\|9.28\|16.38\|18.14\|16.07\|2548815;2026-03-19\|17.66\|-2.00\|18.00\|18.30\|16.97\|2304549;2026-03-20\|16.78\|-4.98\|17.64\|17.78\|16.59\|1874487;2026-03-23\|17.00\|1.31\|17.20\|17.84\|16.70\|1888872;2026-03-24\|18.10\|6.47\|17.45\|18.45\|17.01\|2459788;2026-03-25\|17.41\|-3.81\|18.41\|18.53\|17.07\|2240066;2026-03-26\|16.69\|-4.14\|17.20\|17.39\|16.61\|1564728;2026-03-27\|17.10\|2.46\|16.72\|17.69\|16.30\|1536914;2026-03-30\|17.03\|-0.41\|17.02\|17.30\|16.60\|1232291;2026-03-31\|16.36\|-3.93\|17.32\|17.37\|15.92\|1519896;2026-04-01\|18.00\|10.02\|16.68\|18.00\|16.68\|1968440;2026-04-02\|19.47\|8.17\|18.15\|19.80\|18.14\|3299876;2026-04-03\|20.39\|4.73\|20.05\|21.31\|20.05\|2125534;2026-04-07\|20.26\|-0.64\|20.76\|20.97\|19.98\|1695437;2026-04-08\|20.16\|-0.49\|19.19\|21.27\|19.05\|2672325;2026-04-09\|19.75\|-2.03\|20.33\|20.75\|18.86\|2002806;2026-04-10\|19.08\|-3.39\|19.60\|19.75\|18.70\|2246866;2026-04-13\|18.22\|-4.51\|18.70\|18.92\|18.05\|1779408;2026-04-14\|18.53\|1.70\|18.20\|19.03\|17.81\|2074420;2026-04-15\|18.44\|-0.49\|18.18\|19.10\|17.95\|1383490;2026-04-16\|18.08\|-1.95\|18.57\|18.69\|18.00\|1171557;2026-04-17\|18.55\|2.60\|17.99\|18.66\|17.80\|1413364;2026-04-20\|19.08\|2.86\|18.33\|19.11\|18.13\|1577667;2026-04-21\|19.09\|0.05\|19.09\|19.73\|18.64\|1560757;2026-04-22\|17.96\|-5.92\|18.88\|18.97\|17.38\|2293764;2026-04-23\|17.52\|-2.45\|17.30\|17.88\|17.25\|1430789;2026-04-24\|17.43\|-0.51\|17.44\|17.60\|16.90\|1428768;2026-04-27\|17.19\|-1.38\|17.40\|17.66\|16.98\|1085703;2026-04-28\|16.80\|-2.27\|17.19\|17.43\|16.66\|1114386;2026-04-29\|17.61\|4.82\|17.15\|17.71\|17.00\|1236800;2026-04-30\|17.60\|-0.06\|17.20\|17.93\|16.88\|1177278;2026-05-06\|18.64\|5.91\|18.13\|18.72\|17.10\|2173571;2026-05-07\|18.43\|-1.13\|18.49\|19.51\|17.72\|2647580;2026-05-08\|19.49\|5.75\|18.09\|19.86\|18.09\|2398055;2026-05-11\|18.37\|-5.75\|19.00\|19.00\|17.90\|2371829;2026-05-12\|17.79\|-3.16\|18.15\|18.65\|17.70\|1303607;2026-05-13\|18.00\|1.18\|17.94\|18.45\|17.82\|1298068;2026-05-14\|18.00\|0.00\|17.71\|18.88\|17.51\|1845028;2026-05-15\|17.44\|-3.11\|17.90\|17.98\|17.26\|1177861;2026-05-18\|17.05\|-2.24\|16.65\|17.20\|16.40\|1619935;2026-05-19\|17.48\|2.52\|17.34\|17.88\|17.10\|1036724;2026-05-20\|17.73\|1.43\|17.00\|17.81\|17.00\|1214656;2026-05-21\|17.80\|0.39\|17.72\|18.89\|17.72\|1563629;2026-05-22\|18.08\|1.57\|18.20\|18.38\|17.65\|1039652;2026-05-25\|17.77\|-1.71\|18.75\|19.50\|17.65\|2010248;2026-05-26\|17.26\|-2.87\|17.72\|18.20\|16.71\|1741455;2026-05-27\|16.29\|-5.62\|17.07\|17.38\|16.10\|1520494;2026-05-28\|16.09\|-1.23\|16.19\|16.31\|15.83\|1042697;2026-05-29\|15.86\|-1.43\|16.00\|16.30\|15.56\|1085634;2026-06-01\|15.53\|-2.08\|16.05\|16.10\|15.46\|1234393;2026-06-02\|15.49\|-0.26\|15.62\|15.64\|15.00\|955035;2026-06-03\|15.13\|-2.32\|15.42\|15.43\|14.80\|1231045;2026-06-04\|14.96\|-1.12\|15.10\|15.30\|14.90\|810466;2026-06-05\|14.80\|-1.07\|15.04\|15.23\|14.67\|854314;2026-06-08\|14.14\|-4.46\|14.51\|14.86\|14.06\|1073639;2026-06-09\|14.35\|1.49\|14.15\|14.37\|13.91\|850048;2026-06-10\|14.62\|1.88\|14.31\|15.03\|14.30\|1006347;2026-06-11\|14.42\|-1.37\|14.80\|14.85\|14.00\|1036508;2026-06-12\|15.60\|8.18\|14.77\|15.86\|14.77\|1823232;2026-06-15\|17.16\|10.00\|17.16\|17.16\|17.16\|247358;2026-06-16\|16.38\|-4.55\|17.77\|17.94\|16.04\|2711703;2026-06-17\|17.10\|4.40\|16.30\|17.85\|16.30\|2038143;2026-06-18\|17.14\|0.23\|17.16\|17.49\|16.60\|1495032;2026-06-22\|18.85\|9.98\|17.20\|18.85\|17.15\|2100195;2026-06-23\|19.92\|5.68\|19.43\|20.50\|18.90\|2214815;2026-06-24\|21.91\|9.99\|20.71\|21.91\|20.45\|1067081;2026-06-25\|21.60\|-1.41\|21.00\|22.16\|20.88\|2476956;2026-06-26\|19.56\|-9.44\|20.57\|21.10\|19.44\|2348643;2026-06-29\|18.26\|-6.65\|18.97\|19.49\|18.19\|1928151;2026-06-30\|17.57\|-3.78\|17.98\|18.50\|17.30\|1580902;2026-07-01\|16.87\|-3.98\|17.22\|17.82\|16.71\|1586753;2026-07-02\|16.53\|-2.02\|16.94\|17.42\|16.41\|1396563;2026-07-03\|17.00\|2.84\|17.46\|18.17\|16.88\|1516942;2026-07-06\|17.68\|4.00\|17.93\|18.25\|17.38\|1968773;2026-07-07\|16.20\|-8.37\|17.51\|17.92\|16.14\|1579996;2026-07-08\|15.55\|-4.01\|16.30\|16.65\|15.48\|1378711;2026-07-09\|16.10\|3.54\|15.73\|16.35\|15.67\|1194348;2026-07-10\|15.47\|-2.40\|15.50\|15.90\|15.34\|956801
116487	其它归类	涨停揭秘：欧盟等多地强制标配eCall终端政策落地在即，公司为国内少数获全区域认证供应商，出口增量逻辑清晰；涨停缘由：欧盟、欧亚经济联盟、阿联酋等主要市场均要求新车标配eCall终端，法规窗口期临近；公司是国内极少数同时获得上述三地eCall终端认证的供应商，具备先发卡位优势；车载通信模块业务已进入吉利、比亚迪等主流车企供应链；资金逻辑：游资主导炒作政策确定性题材，小市值+出口导向属性契合当前资金偏好，龙虎榜显示机构与游资协同做多；风险提示：eCall终端单价较低，规模化放量前盈利弹性有限；海外认证维护成本高，汇率波动影响出口利润	欧盟、欧亚经济联盟、阿联酋等国家和组织均要求标配eCall终端，公司是国内少数同时获得上述认证的供应商	2026-03-03\|119.11\|-2.74\|124.19\|124.87\|119.11\|13447;2026-03-04\|118.61\|-0.42\|117.00\|119.98\|116.96\|7983;2026-03-05\|118.42\|-0.16\|120.01\|121.29\|117.88\|8369;2026-03-06\|122.73\|3.64\|117.42\|123.80\|116.94\|11109;2026-03-09\|119.31\|-2.79\|120.60\|121.17\|117.30\|9905;2026-03-10\|121.34\|1.70\|120.18\|122.89\|120.18\|7938;2026-03-11\|119.60\|-1.43\|121.20\|122.22\|119.50\|6941;2026-03-12\|115.77\|-3.20\|119.60\|119.69\|115.65\|12333;2026-03-13\|116.08\|0.27\|115.65\|116.80\|114.65\|6946;2026-03-16\|114.05\|-1.75\|116.08\|116.08\|112.30\|8707;2026-03-17\|110.30\|-3.29\|114.99\|115.20\|110.20\|9493;2026-03-18\|109.55\|-0.68\|110.56\|111.18\|107.33\|10706;2026-03-19\|106.14\|-3.11\|108.35\|108.88\|105.60\|8918;2026-03-20\|104.07\|-1.95\|106.96\|110.00\|104.07\|10499;2026-03-23\|97.00\|-6.79\|102.25\|103.07\|96.30\|12898;2026-03-24\|99.90\|2.99\|99.18\|99.99\|95.68\|10074;2026-03-25\|100.60\|0.70\|99.98\|102.30\|99.33\|9133;2026-03-26\|98.52\|-2.07\|100.27\|101.17\|97.81\|7276;2026-03-27\|99.93\|1.43\|97.68\|101.68\|97.10\|8496;2026-03-30\|98.99\|-0.94\|98.61\|99.80\|97.23\|6197;2026-03-31\|102.09\|3.13\|98.99\|105.40\|98.97\|15729;2026-04-01\|102.49\|0.39\|102.82\|103.50\|100.66\|11345;2026-04-02\|99.22\|-3.19\|101.75\|102.75\|98.75\|7477;2026-04-03\|97.96\|-1.27\|99.22\|99.99\|97.32\|5149;2026-04-07\|98.69\|0.75\|99.27\|99.48\|97.37\|4352;2026-04-08\|104.28\|5.66\|100.81\|104.44\|100.02\|11471;2026-04-09\|101.42\|-2.74\|103.88\|103.88\|101.31\|7550;2026-04-10\|103.22\|1.77\|102.75\|105.26\|102.51\|8878;2026-04-13\|103.06\|-0.15\|102.22\|104.68\|102.07\|7294;2026-04-14\|104.84\|1.73\|104.06\|105.68\|103.10\|8365;2026-04-15\|105.42\|0.55\|105.88\|109.43\|105.28\|10932;2026-04-16\|105.70\|0.27\|105.42\|106.50\|105.00\|6828;2026-04-17\|108.00\|2.18\|105.20\|108.80\|104.70\|12349;2026-04-20\|108.46\|0.43\|108.00\|109.33\|106.52\|8110;2026-04-21\|108.98\|0.48\|108.46\|110.29\|107.93\|8764;2026-04-22\|110.42\|1.32\|109.00\|110.59\|107.78\|10118;2026-04-23\|107.10\|-3.01\|110.42\|110.98\|106.30\|10422;2026-04-24\|107.20\|0.09\|107.15\|107.88\|104.80\|8091;2026-04-27\|108.12\|0.86\|107.20\|108.88\|106.60\|7397;2026-04-28\|105.00\|-2.89\|107.80\|107.80\|103.88\|9758;2026-04-29\|106.90\|1.81\|104.80\|110.63\|104.02\|15186;2026-04-30\|108.98\|1.95\|106.63\|109.28\|106.63\|9173;2026-05-06\|118.10\|8.37\|109.98\|119.36\|109.98\|24181;2026-05-07\|119.81\|1.45\|118.53\|121.00\|115.00\|14845;2026-05-08\|123.49\|3.07\|120.00\|124.58\|118.77\|18042;2026-05-11\|119.96\|-2.86\|123.88\|123.88\|119.68\|15580;2026-05-12\|117.72\|-1.87\|119.00\|120.99\|116.66\|14058;2026-05-13\|117.96\|0.20\|117.53\|118.90\|116.50\|8430;2026-05-14\|114.60\|-2.85\|118.88\|118.90\|114.56\|13730;2026-05-15\|117.74\|2.74\|114.03\|120.66\|114.00\|17900;2026-05-18\|116.25\|-1.27\|117.74\|118.58\|115.39\|10178;2026-05-19\|118.20\|1.68\|117.41\|118.29\|115.85\|9140;2026-05-20\|116.66\|-1.30\|118.60\|118.64\|115.61\|9519;2026-05-21\|112.39\|-3.66\|116.82\|120.77\|112.02\|15417;2026-05-22\|116.01\|3.22\|113.34\|116.53\|112.29\|11096;2026-05-25\|113.21\|-2.41\|117.08\|117.08\|112.71\|10380;2026-05-26\|107.49\|-5.05\|112.50\|113.71\|105.75\|16218;2026-05-27\|102.17\|-4.95\|107.48\|109.26\|101.50\|13524;2026-05-28\|105.80\|3.55\|102.50\|107.62\|100.43\|14310;2026-05-29\|101.21\|-4.34\|106.18\|106.22\|100.40\|12223;2026-06-01\|99.20\|-1.99\|101.21\|102.90\|99.10\|9641;2026-06-02\|99.84\|0.65\|99.88\|101.28\|96.75\|10472;2026-06-03\|100.74\|0.90\|99.61\|102.85\|98.95\|10312;2026-06-04\|100.71\|0.47\|100.24\|102.29\|99.00\|7952;2026-06-05\|99.30\|-1.40\|101.00\|102.21\|98.51\|9187;2026-06-08\|93.88\|-5.46\|96.50\|97.90\|92.00\|11899;2026-06-09\|93.79\|-0.10\|94.26\|95.49\|92.67\|7882;2026-06-10\|91.99\|-1.92\|93.00\|93.89\|90.02\|9068;2026-06-11\|89.20\|-3.03\|91.59\|91.97\|88.50\|9904;2026-06-12\|90.00\|0.90\|90.50\|92.00\|89.51\|9167;2026-06-15\|93.12\|3.47\|91.40\|94.49\|90.13\|11334;2026-06-16\|93.78\|0.71\|92.71\|94.37\|91.68\|8609;2026-06-17\|92.95\|-0.89\|93.78\|93.99\|92.00\|8621;2026-06-18\|92.23\|-0.77\|92.59\|94.22\|91.80\|8362;2026-06-22\|84.69\|-8.18\|92.28\|92.28\|81.28\|24873;2026-06-23\|97.17\|14.74\|85.17\|98.99\|84.69\|34883;2026-06-24\|91.00\|-6.35\|96.20\|96.21\|89.60\|27178;2026-06-25\|88.28\|-2.99\|91.00\|91.00\|87.09\|15005;2026-06-26\|83.60\|-5.30\|88.00\|89.17\|83.55\|13811;2026-06-29\|87.22\|4.33\|84.01\|92.10\|83.66\|23706;2026-06-30\|91.40\|4.79\|87.23\|93.30\|87.23\|23936;2026-07-01\|89.48\|-2.10\|91.20\|91.20\|88.60\|14318;2026-07-02\|86.63\|-3.19\|89.39\|90.87\|86.09\|13830;2026-07-03\|86.66\|0.03\|86.64\|89.21\|86.29\|10053;2026-07-06\|83.48\|-3.67\|87.20\|88.25\|82.10\|12060;2026-07-07\|81.45\|-2.43\|83.40\|84.27\|80.62\|10024;2026-07-08\|81.12\|-0.41\|81.45\|82.50\|80.62\|6953;2026-07-09\|81.70\|0.71\|80.68\|82.16\|78.30\|10463;2026-07-10\|82.75\|1.29\|81.92\|84.95\|80.52\|12451
116486	其它归类	涨停揭秘：公司激光3D打印控制系统技术储备成熟，拟收购长春萨米特光电强化精密光电控制能力，切入高景气赛道；涨停缘由：公司已储备激光3D打印控制系统及振镜产品，技术适配金属/非金属增材制造需求；拟收购长春萨米特光电55%股权，标的主营高精度快速反射镜，广泛应用于激光雷达、空间光学等领域；国产替代+智能制造双主线共振；资金逻辑：科创属性强叠加并购预期，主力资金连续3日增仓，技术面MACD金叉信号强化趋势交易逻辑；风险提示：3D打印控制系统尚未形成规模收入；并购标的整合效果及盈利兑现存在不确定性；行业竞争加剧压缩毛利空间	国内领先的激光加工控制系统企业之一，具有激光3D打印控制系统的相关产品，储备有3D打印控制系统及3D打印振镜产品；公司拟收购长春萨米特光电55%股权，标的公司主营高精度快速反射镜等精密光电控制产品	2026-03-03\|48.10\|-7.70\|52.23\|52.23\|48.00\|34243;2026-03-04\|45.51\|-5.38\|47.00\|47.69\|45.00\|34327;2026-03-05\|46.99\|3.25\|46.50\|47.36\|45.60\|26306;2026-03-06\|46.47\|-1.11\|46.50\|47.19\|45.90\|16827;2026-03-09\|44.55\|-4.13\|45.01\|45.17\|42.80\|23351;2026-03-10\|45.84\|2.90\|45.22\|46.24\|45.10\|18435;2026-03-11\|44.24\|-3.49\|46.47\|47.39\|44.23\|28161;2026-03-12\|42.48\|-3.98\|44.00\|44.33\|42.00\|21517;2026-03-13\|41.50\|-2.31\|42.36\|42.85\|41.30\|14538;2026-03-16\|41.91\|0.99\|41.18\|41.98\|40.69\|11361;2026-03-17\|39.82\|-4.99\|41.98\|42.10\|39.70\|17329;2026-03-18\|40.88\|2.66\|39.61\|40.94\|39.61\|11560;2026-03-19\|39.65\|-3.01\|40.30\|40.80\|39.30\|9081;2026-03-20\|38.52\|-2.85\|39.80\|40.50\|38.48\|14841;2026-03-23\|36.06\|-6.39\|37.44\|38.20\|35.00\|21770;2026-03-24\|38.18\|5.88\|37.00\|38.37\|36.71\|21924;2026-03-25\|38.75\|1.49\|38.49\|39.55\|38.00\|13445;2026-03-26\|38.00\|-1.94\|39.45\|39.45\|37.65\|9872;2026-03-27\|39.38\|3.63\|37.32\|39.98\|37.32\|17923;2026-03-30\|39.77\|0.99\|38.97\|40.20\|38.60\|13948;2026-03-31\|39.30\|-1.18\|39.70\|40.86\|39.10\|20825;2026-04-01\|39.22\|-0.20\|40.37\|40.37\|38.71\|17117;2026-04-02\|38.15\|-2.73\|39.00\|39.18\|37.82\|10050;2026-04-03\|38.01\|-0.37\|38.28\|38.78\|37.82\|10430;2026-04-07\|38.40\|1.03\|38.88\|38.98\|37.91\|12089;2026-04-08\|41.07\|6.95\|39.40\|41.11\|39.07\|27708;2026-04-09\|39.89\|-2.87\|40.81\|40.81\|39.72\|21139;2026-04-10\|40.10\|0.53\|40.00\|40.99\|39.53\|22159;2026-04-13\|41.00\|2.24\|39.75\|41.28\|39.62\|20463;2026-04-14\|43.35\|5.73\|41.33\|44.03\|40.80\|33730;2026-04-15\|42.09\|-2.91\|43.36\|44.00\|42.03\|28798;2026-04-16\|42.73\|1.52\|42.12\|43.49\|41.51\|25051;2026-04-17\|43.29\|1.31\|42.56\|43.68\|42.35\|21632;2026-04-20\|43.40\|0.25\|43.00\|44.28\|42.23\|25728;2026-04-21\|43.28\|-0.28\|43.00\|43.58\|42.21\|23838;2026-04-22\|43.75\|1.09\|43.50\|44.20\|42.70\|18033;2026-04-23\|42.84\|-2.08\|43.55\|43.91\|41.80\|24839;2026-04-24\|42.60\|-0.56\|43.47\|43.77\|42.43\|19025;2026-04-27\|42.74\|0.33\|42.22\|43.08\|42.09\|17236;2026-04-28\|43.09\|0.82\|43.80\|44.11\|42.94\|32183;2026-04-29\|44.74\|3.83\|43.51\|45.67\|42.80\|31786;2026-04-30\|46.18\|3.22\|44.35\|46.54\|44.35\|27431;2026-05-06\|46.83\|1.41\|46.01\|47.50\|45.88\|30132;2026-05-07\|49.01\|4.66\|47.10\|49.23\|46.50\|29382;2026-05-08\|49.30\|0.59\|48.67\|49.94\|48.27\|26782;2026-05-11\|48.99\|-0.63\|50.00\|50.85\|48.68\|32406;2026-05-12\|47.78\|-2.27\|48.86\|49.26\|47.26\|24445;2026-05-13\|47.86\|0.17\|48.00\|48.60\|47.65\|17445;2026-05-14\|47.81\|-0.10\|48.45\|49.73\|47.50\|18533;2026-05-15\|50.38\|5.38\|49.50\|53.56\|49.00\|65614;2026-05-18\|50.77\|0.77\|49.13\|52.50\|49.13\|49068;2026-05-19\|53.62\|5.61\|50.27\|53.87\|49.79\|57313;2026-05-20\|52.35\|-2.37\|53.88\|54.94\|51.55\|40119;2026-05-21\|54.46\|4.03\|52.30\|57.28\|52.04\|56010;2026-05-22\|55.85\|2.55\|54.00\|56.50\|52.00\|44848;2026-05-25\|54.78\|-1.92\|56.42\|56.69\|53.00\|47845;2026-05-26\|52.45\|-4.25\|54.23\|54.50\|51.55\|36864;2026-05-27\|52.82\|0.71\|53.17\|55.00\|52.20\|37989;2026-05-28\|52.50\|-0.61\|52.00\|53.77\|50.83\|31559;2026-05-29\|47.38\|-9.75\|53.55\|53.69\|47.08\|52708;2026-06-01\|46.39\|-2.09\|46.99\|48.81\|46.09\|28198;2026-06-02\|46.68\|0.63\|47.40\|48.47\|46.25\|27720;2026-06-03\|48.66\|4.24\|46.59\|51.35\|45.68\|37920;2026-06-04\|48.41\|-0.51\|48.51\|49.39\|47.70\|23177;2026-06-05\|49.16\|1.55\|48.00\|50.48\|47.41\|25186;2026-06-08\|49.14\|-0.04\|47.45\|50.40\|47.10\|28155;2026-06-09\|48.64\|-1.02\|50.53\|50.53\|47.62\|25305;2026-06-10\|47.64\|-2.06\|47.67\|49.32\|46.81\|18132;2026-06-11\|46.56\|-2.27\|47.01\|47.90\|45.85\|18110;2026-06-12\|45.76\|-1.72\|47.44\|48.38\|45.72\|21408;2026-06-15\|49.90\|9.05\|46.25\|50.13\|46.02\|29952;2026-06-16\|49.58\|-0.64\|50.19\|50.50\|48.61\|21396;2026-06-17\|50.66\|2.18\|49.50\|51.15\|48.54\|25033;2026-06-18\|54.68\|7.94\|50.01\|55.15\|50.01\|40637;2026-06-22\|53.15\|-2.80\|54.14\|54.30\|51.08\|39055;2026-06-23\|63.78\|20.00\|52.81\|63.78\|52.30\|90254;2026-06-24\|61.37\|-3.78\|63.55\|63.90\|59.70\|72395;2026-06-25\|59.00\|-3.86\|61.11\|62.26\|58.38\|60938;2026-06-26\|58.15\|-1.44\|58.38\|59.87\|56.77\|50824;2026-06-29\|54.07\|-7.02\|57.57\|58.80\|52.00\|60494;2026-06-30\|58.48\|8.16\|53.07\|59.28\|53.07\|58280;2026-07-01\|56.85\|-2.79\|57.78\|59.14\|56.10\|40099;2026-07-02\|55.75\|-1.93\|55.46\|59.92\|54.61\|41125;2026-07-03\|56.35\|1.08\|55.75\|58.76\|54.52\|39582;2026-07-06\|54.75\|-2.84\|58.88\|61.00\|54.14\|39871;2026-07-07\|51.19\|-6.50\|54.05\|55.94\|50.20\|38453;2026-07-08\|48.05\|-6.13\|51.00\|51.95\|47.77\|33972;2026-07-09\|48.60\|1.14\|48.63\|49.00\|45.37\|33989;2026-07-10\|49.38\|1.60\|49.57\|54.22\|48.34\|5873113
116485	其它归类	涨停揭秘：控股子公司氧化铝陶瓷基板产线进入试生产及小批量出货阶段，受益于功率半导体、LED封装国产替代加速；涨停缘由：公司控股子公司氧化铝陶瓷基板数条产线已进入试生产及小批量出货阶段，产品适用于IGBT、MOSFET等功率器件封装；下游新能源车、光伏逆变器需求爆发带动陶瓷基板用量提升；国产替代空间广阔，进口替代进程提速；资金逻辑：游资借‘其它归类’冷门题材挖掘低位补涨机会，换手率温和放大，筹码结构利于后续接力；风险提示：陶瓷基板业务尚处导入期，营收占比低；客户认证周期长，量产爬坡进度存在不确定性	控股子公司经营氧化铝陶瓷基板，现有数条电子陶瓷生产线正处于试生产和小批量出货阶段	2026-03-03\|32.92\|-2.57\|34.00\|34.10\|32.92\|11353;2026-03-04\|32.49\|-1.31\|33.00\|33.00\|32.38\|8582;2026-03-05\|32.71\|0.68\|32.95\|33.00\|32.62\|4996;2026-03-06\|32.98\|0.83\|32.84\|33.10\|32.60\|6267;2026-03-09\|32.70\|-0.85\|32.70\|33.03\|32.38\|7616;2026-03-10\|33.36\|2.02\|32.80\|33.39\|32.73\|7629;2026-03-11\|33.35\|-0.03\|33.36\|33.49\|33.14\|5403;2026-03-12\|33.11\|-0.72\|33.50\|33.50\|32.97\|6531;2026-03-13\|33.04\|-0.21\|33.10\|33.42\|33.00\|5891;2026-03-16\|33.42\|1.15\|33.08\|33.44\|33.04\|6592;2026-03-17\|33.22\|-0.60\|33.50\|33.75\|33.16\|6999;2026-03-18\|33.40\|0.54\|33.22\|33.40\|32.88\|5648;2026-03-19\|32.61\|-2.37\|33.09\|33.40\|32.45\|8526;2026-03-20\|31.59\|-3.13\|32.85\|32.90\|31.59\|8991;2026-03-23\|29.87\|-5.44\|31.15\|31.18\|29.82\|11824;2026-03-24\|30.74\|2.91\|30.48\|30.77\|30.02\|8089;2026-03-25\|31.42\|2.21\|30.97\|31.47\|30.74\|7480;2026-03-26\|30.83\|-1.88\|31.50\|31.59\|30.76\|6512;2026-03-27\|31.11\|0.91\|30.70\|31.14\|30.60\|5809;2026-03-30\|31.48\|1.19\|30.85\|31.53\|30.85\|8470;2026-03-31\|31.28\|-0.64\|31.49\|31.97\|31.21\|7522;2026-04-01\|31.72\|1.41\|31.72\|31.81\|31.38\|5034;2026-04-02\|31.12\|-1.89\|31.69\|31.79\|30.98\|6257;2026-04-03\|30.01\|-3.57\|31.29\|31.29\|29.93\|7703;2026-04-07\|30.62\|2.03\|30.02\|30.69\|29.92\|6984;2026-04-08\|31.32\|2.29\|30.93\|31.40\|30.70\|7848;2026-04-09\|30.78\|-1.72\|31.27\|31.32\|30.70\|6512;2026-04-10\|31.10\|1.04\|31.00\|31.45\|30.80\|7039;2026-04-13\|31.11\|0.03\|30.92\|31.19\|30.83\|4222;2026-04-14\|31.05\|-0.19\|31.48\|31.48\|30.80\|5611;2026-04-15\|31.00\|-0.16\|31.20\|31.20\|30.98\|3517;2026-04-16\|31.30\|0.97\|31.00\|31.45\|30.95\|6408;2026-04-17\|31.22\|-0.26\|31.30\|31.37\|31.12\|3833;2026-04-20\|31.52\|0.96\|31.25\|31.58\|31.17\|4939;2026-04-21\|32.10\|1.84\|31.53\|32.42\|31.42\|13749;2026-04-22\|31.85\|-0.78\|32.09\|32.18\|31.53\|9111;2026-04-23\|31.34\|-1.60\|31.90\|31.95\|31.21\|7930;2026-04-24\|31.30\|-0.13\|31.27\|31.45\|30.90\|5846;2026-04-27\|31.68\|1.21\|31.30\|31.75\|31.01\|6362;2026-04-28\|29.90\|-5.62\|31.40\|31.58\|29.74\|20655;2026-04-29\|30.21\|1.04\|29.74\|30.33\|29.70\|8326;2026-04-30\|30.46\|0.83\|30.21\|30.70\|30.21\|6159;2026-05-06\|30.72\|0.85\|30.51\|30.98\|30.50\|7166;2026-05-07\|30.68\|-0.13\|30.96\|30.99\|30.55\|8935;2026-05-08\|32.15\|4.79\|30.67\|33.15\|30.55\|28303;2026-05-11\|34.71\|7.96\|32.63\|35.20\|32.63\|58970;2026-05-12\|33.22\|-4.29\|33.88\|34.56\|33.21\|35402;2026-05-13\|33.32\|0.30\|33.00\|33.64\|32.92\|18515;2026-05-14\|32.63\|-2.07\|33.50\|33.50\|32.40\|17446;2026-05-15\|33.37\|2.27\|32.70\|34.34\|32.30\|25451;2026-05-18\|32.70\|-2.01\|33.00\|33.10\|32.43\|15396;2026-05-19\|32.90\|0.61\|32.60\|33.22\|32.53\|10876;2026-05-20\|32.10\|-2.43\|32.89\|32.89\|31.95\|11781;2026-05-21\|33.19\|3.40\|32.20\|34.98\|32.20\|52168;2026-05-22\|32.30\|-2.68\|34.08\|34.10\|31.82\|37519;2026-05-25\|31.50\|-2.48\|32.29\|32.88\|31.01\|23257;2026-05-26\|30.28\|-3.87\|31.31\|31.44\|30.00\|17179;2026-05-27\|30.18\|-0.33\|30.40\|30.49\|29.68\|11631;2026-05-28\|30.66\|1.59\|30.22\|30.96\|30.03\|10865;2026-05-29\|29.97\|-2.25\|30.60\|30.60\|29.87\|8920;2026-06-01\|30.17\|0.67\|30.09\|30.25\|29.86\|5745;2026-06-02\|29.01\|-3.84\|30.23\|30.23\|28.80\|12733;2026-06-03\|27.95\|-3.65\|29.01\|29.28\|27.85\|13954;2026-06-04\|27.36\|-1.69\|27.82\|27.98\|27.12\|9104;2026-06-05\|27.76\|1.46\|27.38\|28.03\|27.21\|8925;2026-06-08\|26.20\|-5.62\|27.45\|27.47\|26.17\|10654;2026-06-09\|26.78\|2.21\|26.51\|27.00\|26.07\|8422;2026-06-10\|26.06\|-2.69\|26.70\|26.70\|25.80\|7913;2026-06-11\|25.63\|-1.65\|26.14\|26.35\|25.43\|8400;2026-06-12\|26.20\|2.22\|26.04\|26.31\|25.44\|7863;2026-06-15\|26.62\|1.60\|26.25\|26.82\|26.25\|6701;2026-06-16\|26.27\|-1.31\|26.69\|26.70\|26.02\|7614;2026-06-17\|27.60\|5.06\|26.31\|28.00\|25.72\|25243;2026-06-18\|26.50\|-3.99\|27.39\|27.39\|26.41\|14888;2026-06-22\|25.96\|-2.04\|26.36\|26.60\|25.44\|11801;2026-06-23\|28.56\|10.02\|25.84\|28.56\|25.73\|26767;2026-06-24\|27.85\|-2.49\|28.56\|28.95\|27.74\|25524;2026-06-25\|28.46\|2.19\|27.84\|29.00\|26.92\|29088;2026-06-26\|26.70\|-6.18\|28.01\|28.18\|26.70\|17361;2026-06-29\|26.98\|1.05\|26.70\|26.99\|25.77\|12624;2026-06-30\|26.54\|-1.63\|26.70\|26.76\|26.28\|8938;2026-07-01\|27.25\|2.68\|26.60\|27.52\|26.32\|12417;2026-07-02\|27.07\|-0.66\|26.94\|27.83\|26.91\|10376;2026-07-03\|27.98\|3.36\|27.08\|28.74\|27.08\|16716;2026-07-06\|28.28\|1.07\|27.99\|28.93\|27.55\|15019;2026-07-07\|27.10\|-4.17\|28.28\|28.28\|26.91\|10674;2026-07-08\|27.25\|0.55\|27.02\|27.34\|26.72\|5825;2026-07-09\|26.70\|-2.02\|27.32\|27.36\|26.18\|7478;2026-07-10\|26.88\|0.67\|26.68\|27.20\|26.02\|8601
116484	其它归类	工业污水处理+智慧水务+控制权变更 1、据2026年4月29日年报，公司聚焦工业污水处理和优质供水主营业务，深耕高难度难降解工业污水技术，拥有异相类芬顿、微氧低耗高浓度活性污泥法等核心技术，并以BOT、ROT、EPC等组合模式为客户提供系统化服务。 2、据2026年6月2日互动易，公司控股股东、实际控制人控制权变更事宜仍在持续推进中，该事项此前已披露拟发生变更的提示性公告。 3、据2026年5月22日业绩说明会及2025年年报，公司发展战略包括利用鸿蒙数字基座赋能，发展智慧水务、智能装备制造等新质生产力，并已构建“Hy-smart”智慧水务系统，运用数字孪生技术提供智慧化管理解决方案。	公司专注深海资源开发装备，覆盖油气开采、海水淡化及环保处理，技术适配高压环境	2026-03-03\|13.76\|-4.38\|14.41\|14.63\|13.70\|53664;2026-03-04\|13.69\|-0.51\|13.70\|13.85\|13.50\|34971;2026-03-05\|13.83\|1.02\|14.10\|14.36\|13.79\|39008;2026-03-06\|14.35\|3.76\|13.90\|14.40\|13.77\|43073;2026-03-09\|14.08\|-1.88\|14.30\|14.32\|13.93\|41752;2026-03-10\|14.38\|2.13\|14.14\|14.45\|14.07\|31461;2026-03-11\|13.97\|-2.85\|14.39\|14.44\|13.94\|42372;2026-03-12\|13.64\|-2.36\|13.99\|14.05\|13.58\|45826;2026-03-13\|13.65\|0.07\|13.70\|13.90\|13.54\|28961;2026-03-16\|15.75\|15.38\|14.86\|16.38\|14.86\|401304;2026-03-17\|17.17\|9.02\|15.11\|17.98\|15.10\|509640;2026-03-18\|15.84\|-7.75\|16.30\|16.55\|15.47\|342698;2026-03-19\|14.99\|-5.37\|15.36\|15.77\|14.73\|232446;2026-03-20\|13.62\|-9.14\|14.80\|14.89\|13.57\|210762;2026-03-23\|12.46\|-8.52\|12.30\|12.84\|12.05\|177590;2026-03-24\|12.94\|3.85\|12.49\|12.99\|11.90\|167640;2026-03-25\|13.83\|6.88\|12.66\|13.90\|12.60\|188666;2026-03-26\|12.85\|-7.09\|13.51\|13.58\|12.83\|123726;2026-03-27\|12.81\|-0.31\|12.55\|13.13\|12.55\|65145;2026-03-30\|14.38\|12.26\|12.67\|14.79\|12.60\|238643;2026-03-31\|14.44\|0.42\|14.68\|15.08\|14.25\|186622;2026-04-01\|13.73\|-4.92\|14.44\|14.59\|13.67\|131782;2026-04-02\|13.26\|-3.42\|13.81\|14.08\|13.20\|88525;2026-04-03\|12.77\|-3.70\|13.45\|13.54\|12.70\|64265;2026-04-07\|13.04\|2.11\|12.90\|13.22\|12.68\|64753;2026-04-08\|13.46\|3.22\|13.24\|13.53\|13.18\|69502;2026-04-09\|12.95\|-3.79\|13.37\|13.39\|12.88\|72566;2026-04-10\|13.35\|3.09\|13.05\|13.68\|12.96\|88178;2026-04-13\|13.41\|0.45\|13.39\|13.55\|13.15\|53664;2026-04-14\|13.40\|-0.07\|13.59\|13.59\|13.30\|44550;2026-04-15\|13.75\|2.61\|13.40\|13.85\|13.30\|119727;2026-04-16\|13.73\|-0.15\|13.62\|13.94\|13.42\|74464;2026-04-17\|13.44\|-2.11\|13.73\|13.96\|13.21\|78464;2026-04-20\|13.46\|0.15\|13.69\|13.69\|13.20\|70808;2026-04-21\|13.37\|-0.67\|13.48\|13.54\|13.20\|53287;2026-04-22\|13.38\|0.07\|13.41\|13.42\|13.13\|47471;2026-04-23\|13.82\|3.29\|13.28\|13.84\|13.00\|94802;2026-04-24\|13.90\|0.58\|13.61\|14.10\|13.52\|124109;2026-04-27\|13.19\|-5.11\|13.57\|13.70\|12.30\|142542;2026-04-28\|12.91\|-2.12\|12.92\|13.50\|12.81\|71111;2026-04-29\|13.40\|3.80\|12.88\|13.63\|12.80\|89973;2026-04-30\|13.57\|1.27\|13.38\|13.66\|13.37\|63310;2026-05-06\|13.47\|-0.74\|13.61\|13.65\|13.37\|75702;2026-05-07\|13.41\|-0.45\|13.49\|13.56\|13.33\|61022;2026-05-08\|13.79\|2.83\|13.41\|13.96\|13.41\|82452;2026-05-11\|14.31\|3.77\|13.82\|14.41\|13.82\|102928;2026-05-12\|14.37\|0.42\|14.22\|14.75\|14.15\|99203;2026-05-13\|14.82\|3.13\|14.33\|14.90\|14.30\|95290;2026-05-14\|14.26\|-3.78\|14.90\|14.92\|14.23\|71465;2026-05-15\|14.61\|2.45\|14.23\|15.00\|14.16\|107478;2026-05-18\|14.34\|-1.85\|14.51\|14.61\|14.15\|65043;2026-05-19\|14.51\|1.19\|14.34\|14.59\|13.96\|61934;2026-05-20\|14.34\|-1.17\|14.44\|14.57\|14.19\|48680;2026-05-21\|13.55\|-5.51\|14.27\|14.45\|13.54\|56919;2026-05-22\|13.61\|0.44\|13.59\|13.86\|13.39\|62736;2026-05-25\|13.28\|-2.42\|13.64\|14.38\|13.25\|79985;2026-05-26\|12.92\|-2.71\|13.24\|13.25\|12.76\|63233;2026-05-27\|12.41\|-3.95\|12.85\|12.92\|12.22\|56136;2026-05-28\|12.52\|0.89\|12.48\|12.57\|12.04\|52007;2026-05-29\|11.91\|-4.87\|12.41\|12.56\|11.85\|44961;2026-06-01\|12.34\|3.61\|11.92\|12.71\|11.86\|68850;2026-06-02\|12.18\|-1.30\|12.40\|12.45\|11.94\|47742;2026-06-03\|11.80\|-3.12\|12.17\|12.20\|11.72\|43936;2026-06-04\|11.57\|-1.95\|11.68\|11.87\|11.45\|35611;2026-06-05\|11.81\|2.07\|11.62\|11.96\|11.33\|46451;2026-06-08\|11.70\|-0.93\|11.40\|12.17\|11.20\|50274;2026-06-09\|11.56\|-1.20\|11.80\|11.92\|11.45\|38510;2026-06-10\|11.28\|-2.42\|11.48\|11.67\|10.99\|39427;2026-06-11\|11.03\|-2.22\|11.20\|11.35\|10.89\|29118;2026-06-12\|11.29\|2.36\|11.23\|11.42\|10.97\|39737;2026-06-15\|11.29\|0.00\|11.29\|11.60\|11.10\|36689;2026-06-16\|11.43\|1.24\|11.26\|11.68\|11.12\|48784;2026-06-17\|11.00\|-3.76\|11.53\|11.85\|10.97\|62122;2026-06-18\|10.83\|-1.55\|10.99\|11.08\|10.61\|46125;2026-06-22\|11.11\|2.59\|10.69\|11.13\|10.40\|59909;2026-06-23\|13.33\|19.98\|11.08\|13.33\|10.97\|209511;2026-06-24\|13.20\|-0.98\|13.45\|14.42\|13.05\|240441;2026-06-25\|14.57\|10.38\|13.72\|14.68\|13.48\|207451;2026-06-26\|14.02\|-3.77\|14.46\|14.90\|13.71\|156988;2026-06-29\|12.93\|-7.77\|14.18\|14.25\|12.72\|125924;2026-06-30\|12.85\|-0.62\|12.88\|13.04\|12.43\|103613;2026-07-01\|12.86\|0.08\|12.81\|13.44\|12.41\|130842;2026-07-02\|12.23\|-4.90\|12.80\|13.17\|12.20\|87854;2026-07-03\|12.22\|-0.08\|12.36\|12.80\|12.03\|89304;2026-07-06\|12.69\|3.85\|11.76\|13.03\|11.57\|159912;2026-07-07\|13.08\|3.07\|12.60\|13.99\|12.53\|188899;2026-07-08\|12.59\|-3.75\|13.06\|13.29\|12.53\|114897;2026-07-09\|13.35\|6.04\|12.58\|13.52\|12.47\|146332;2026-07-10\|13.56\|1.57\|13.31\|13.95\|12.96\|122981
116483	其它归类	石墨烯+柔性屏+家居行业原因：据中证金牛座，记者4月6日从产业链人士处获悉，富士康已在试产苹果折叠屏iPhone手机，或将于下半年推出。公司原因： 1、据2025年4月19日年度报告，公司控股子公司厦门烯成石墨烯为国内首家专业生产石墨烯生长系统的高新技术企业，已布局石墨烯相关技术和专利，可应用于柔性触控领域。 2、据2025年8月30日半年度报告，公司“德尔地板”“Der·1863”等线下有效门店已超三千家，销售网络覆盖全国31省市，持续推进家居产业数智化、绿色化、个性化升级。 3、据2025年4月19日年度报告，公司形成“大家居+新材料”双主业，石墨烯导热材料、恒温水杯等应用产品已实现销售，并积极探索与传统家居业务的联动发展。	控股子公司烯成石墨烯有用于柔性屏的石墨烯透明导电薄膜产品布局	2026-03-03\|5.80\|-5.23\|6.12\|6.15\|5.79\|281348;2026-03-04\|5.85\|0.86\|5.79\|5.94\|5.75\|160924;2026-03-05\|6.07\|3.76\|5.94\|6.13\|5.85\|218189;2026-03-06\|6.41\|5.60\|6.07\|6.45\|6.04\|298147;2026-03-09\|6.61\|3.12\|6.35\|6.61\|6.26\|305244;2026-03-10\|6.89\|4.24\|6.66\|7.12\|6.56\|484912;2026-03-11\|7.32\|6.24\|6.89\|7.38\|6.84\|487871;2026-03-12\|7.90\|7.92\|7.46\|7.98\|7.32\|640734;2026-03-13\|7.95\|0.63\|7.71\|8.12\|7.61\|519970;2026-03-16\|7.49\|-5.79\|7.90\|7.94\|7.18\|531600;2026-03-17\|7.29\|-2.67\|7.49\|7.53\|7.21\|329914;2026-03-18\|7.40\|1.51\|7.30\|7.60\|7.08\|278317;2026-03-19\|7.01\|-5.27\|7.30\|7.52\|6.96\|269420;2026-03-20\|6.79\|-3.14\|7.01\|7.07\|6.77\|195153;2026-03-23\|6.26\|-7.81\|6.21\|6.65\|6.14\|331921;2026-03-24\|6.89\|10.06\|6.38\|6.89\|6.30\|290619;2026-03-25\|6.93\|0.58\|6.95\|7.18\|6.80\|258536;2026-03-26\|7.06\|1.88\|6.99\|7.27\|6.88\|315490;2026-03-27\|7.04\|-0.28\|7.05\|7.13\|6.91\|208620;2026-03-30\|6.84\|-2.84\|6.91\|6.95\|6.67\|184911;2026-03-31\|6.63\|-3.07\|6.85\|6.89\|6.60\|131000;2026-04-01\|6.80\|2.56\|6.74\|6.96\|6.69\|132900;2026-04-02\|6.58\|-3.24\|6.80\|6.81\|6.55\|121501;2026-04-03\|6.21\|-5.62\|6.57\|6.60\|6.19\|146394;2026-04-07\|6.83\|9.98\|6.19\|6.83\|6.17\|267326;2026-04-08\|6.85\|0.29\|6.88\|6.99\|6.68\|317073;2026-04-09\|7.27\|6.13\|6.91\|7.44\|6.71\|408920;2026-04-10\|7.25\|-0.28\|7.31\|7.47\|7.20\|247301;2026-04-13\|7.21\|-0.55\|7.24\|7.29\|7.09\|173593;2026-04-14\|7.32\|1.53\|7.44\|7.50\|7.12\|238085;2026-04-15\|7.22\|-1.37\|7.32\|7.55\|7.20\|249295;2026-04-16\|7.22\|0.00\|7.27\|7.27\|7.06\|160229;2026-04-17\|7.37\|2.08\|7.27\|7.50\|7.14\|214034;2026-04-20\|7.51\|1.90\|7.35\|7.58\|7.33\|176669;2026-04-21\|7.26\|-3.33\|7.49\|7.49\|7.08\|239914;2026-04-22\|7.46\|2.75\|7.25\|7.69\|7.13\|221216;2026-04-23\|7.26\|-2.68\|7.51\|7.63\|7.23\|169566;2026-04-24\|7.23\|-0.41\|7.26\|7.36\|7.09\|153969;2026-04-27\|7.29\|0.83\|7.23\|7.47\|7.13\|141413;2026-04-28\|7.32\|0.41\|7.27\|7.56\|7.23\|208328;2026-04-29\|7.61\|3.96\|7.30\|7.68\|7.21\|258450;2026-04-30\|7.89\|3.68\|7.65\|8.26\|7.62\|343780;2026-05-06\|8.59\|8.87\|7.80\|8.68\|7.72\|688199;2026-05-07\|8.48\|-1.28\|8.82\|9.18\|8.30\|1000758;2026-05-08\|8.45\|-0.35\|8.29\|8.80\|8.01\|768863;2026-05-11\|9.00\|6.51\|8.45\|9.17\|8.39\|499908;2026-05-12\|8.67\|-3.67\|9.00\|9.20\|8.63\|420065;2026-05-13\|8.27\|-4.61\|8.68\|8.90\|8.21\|447068;2026-05-14\|8.22\|-0.60\|8.33\|8.51\|8.21\|292610;2026-05-15\|8.11\|-1.34\|8.19\|8.28\|8.02\|214175;2026-05-18\|7.90\|-2.59\|8.06\|8.16\|7.79\|236428;2026-05-19\|7.96\|0.76\|7.93\|8.20\|7.85\|207266;2026-05-20\|7.96\|0.00\|7.89\|7.99\|7.65\|181782;2026-05-21\|7.60\|-4.52\|7.99\|8.09\|7.55\|215276;2026-05-22\|7.62\|0.26\|7.61\|7.78\|7.54\|168275;2026-05-25\|7.65\|0.39\|7.70\|8.38\|7.49\|536526;2026-05-26\|7.59\|-0.78\|7.60\|7.75\|7.28\|354122;2026-05-27\|7.22\|-4.87\|7.46\|7.66\|7.15\|209939;2026-05-28\|7.28\|0.83\|7.22\|7.36\|7.08\|172218;2026-05-29\|6.99\|-3.98\|7.26\|7.30\|6.93\|188558;2026-06-01\|7.01\|0.29\|6.90\|7.19\|6.90\|140492;2026-06-02\|6.97\|-0.57\|7.01\|7.06\|6.88\|132383;2026-06-03\|7.16\|2.73\|6.97\|7.32\|6.92\|241552;2026-06-04\|6.77\|-5.45\|7.04\|7.18\|6.73\|270245;2026-06-05\|7.45\|10.04\|7.05\|7.45\|6.81\|449268;2026-06-08\|8.04\|7.92\|7.20\|8.04\|7.16\|694852;2026-06-09\|8.14\|1.24\|8.08\|8.18\|7.88\|531545;2026-06-10\|7.85\|-3.56\|8.14\|8.39\|7.75\|381977;2026-06-11\|7.75\|-1.27\|7.85\|7.85\|7.40\|283087;2026-06-12\|7.76\|0.13\|7.82\|7.93\|7.55\|265905;2026-06-15\|7.93\|2.19\|7.70\|8.00\|7.60\|288465;2026-06-16\|7.76\|-2.14\|7.83\|7.90\|7.52\|265658;2026-06-17\|8.20\|5.67\|7.84\|8.30\|7.78\|469239;2026-06-18\|7.79\|-5.00\|8.02\|8.49\|7.77\|609797;2026-06-22\|8.17\|4.88\|7.71\|8.29\|7.01\|720600;2026-06-23\|8.99\|10.04\|8.34\|8.99\|8.10\|683186;2026-06-24\|9.89\|10.01\|9.08\|9.89\|9.08\|982505;2026-06-25\|9.77\|-1.21\|9.70\|10.20\|9.62\|835374;2026-06-26\|9.89\|1.23\|9.90\|10.45\|9.75\|640191;2026-06-29\|10.26\|3.74\|9.82\|10.28\|9.50\|660873;2026-06-30\|11.29\|10.04\|10.32\|11.29\|10.17\|439385;2026-07-01\|11.48\|1.68\|11.70\|12.09\|11.21\|855898;2026-07-02\|11.44\|-0.35\|11.32\|11.88\|11.02\|525795;2026-07-03\|10.91\|-4.63\|11.30\|11.58\|10.69\|485709;2026-07-06\|10.74\|-1.56\|10.83\|11.25\|10.50\|337674;2026-07-07\|9.96\|-7.26\|10.75\|10.75\|9.79\|376002;2026-07-08\|10.05\|0.90\|10.28\|10.35\|9.80\|330270;2026-07-09\|9.62\|-4.28\|10.04\|10.14\|9.20\|393629;2026-07-10\|9.68\|0.62\|9.64\|9.90\|9.52\|284869
116482	其它归类	涨停揭秘：拟101亿元收购恒力石化旗下康辉新材，切入高端新材料赛道，叠加大连市国资委控股及国企改革政策催化；涨停缘由：康辉新材为国内BOPET、PBS/PBAT龙头；重组完成后将形成新材料平台；地方国企改革提速预期；恒力系资本运作活跃增强市场信心；资金逻辑：4月16日首板启动，成交额显著放大，资金押注重组进程加速及资产注入预期，属典型主题博弈型交易；风险提示：重组尚需证监会核准，存在不确定性；康辉新材业绩承诺完成情况需跟踪；热电主业持续承压	实控人大连市国资委，公司主营热电联营；此前拟101亿元购买康辉新材股权并定增募集配套资金，后者大股东为恒力石化	2026-03-03\|6.47\|-1.07\|6.58\|6.67\|6.45\|126960;2026-03-04\|6.50\|0.46\|6.47\|6.57\|6.38\|93756;2026-03-05\|6.67\|2.62\|6.54\|6.76\|6.54\|122982;2026-03-06\|6.82\|2.25\|6.61\|6.84\|6.61\|136018;2026-03-09\|6.76\|-0.88\|6.81\|6.86\|6.73\|106894;2026-03-10\|6.80\|0.59\|6.82\|6.86\|6.72\|99477;2026-03-11\|6.78\|-0.29\|6.80\|6.82\|6.72\|83885;2026-03-12\|6.95\|2.51\|6.78\|6.95\|6.69\|163807;2026-03-13\|6.76\|-2.73\|6.98\|6.99\|6.71\|165418;2026-03-16\|7.07\|4.59\|6.73\|7.24\|6.73\|375009;2026-03-17\|6.77\|-4.24\|7.00\|7.10\|6.73\|223594;2026-03-18\|6.81\|0.59\|6.88\|6.99\|6.77\|126596;2026-03-19\|6.69\|-1.76\|6.74\|6.95\|6.66\|116326;2026-03-20\|6.66\|-0.45\|6.72\|6.83\|6.47\|190637;2026-03-23\|6.44\|-3.30\|6.48\|6.77\|6.38\|200474;2026-03-24\|6.92\|7.45\|6.54\|6.97\|6.52\|246434;2026-03-25\|7.11\|2.75\|6.93\|7.17\|6.80\|267812;2026-03-26\|7.50\|5.49\|7.04\|7.77\|7.00\|673122;2026-03-27\|7.26\|-3.20\|7.42\|7.73\|7.20\|500259;2026-03-30\|7.12\|-1.93\|7.15\|7.28\|6.74\|421034;2026-03-31\|6.96\|-2.25\|7.05\|7.39\|6.90\|287092;2026-04-01\|6.84\|-1.72\|7.01\|7.05\|6.70\|248374;2026-04-02\|6.67\|-2.49\|6.85\|7.04\|6.63\|208101;2026-04-03\|6.28\|-5.85\|6.64\|6.71\|6.28\|173100;2026-04-07\|6.51\|3.66\|6.28\|6.55\|6.18\|144814;2026-04-08\|6.66\|2.30\|6.65\|6.70\|6.53\|105677;2026-04-09\|6.66\|0.00\|6.66\|6.66\|6.52\|102746;2026-04-10\|6.89\|3.45\|6.68\|6.95\|6.60\|182404;2026-04-13\|6.96\|1.02\|6.89\|7.17\|6.76\|158855;2026-04-14\|6.75\|-3.02\|6.97\|7.00\|6.70\|130566;2026-04-15\|6.66\|-1.33\|6.80\|6.80\|6.65\|83502;2026-04-16\|7.33\|10.06\|6.66\|7.33\|6.57\|317298;2026-04-17\|7.38\|0.68\|7.47\|7.57\|7.27\|399923;2026-04-20\|7.45\|0.95\|7.39\|7.59\|7.30\|283317;2026-04-21\|7.29\|-2.15\|7.46\|7.47\|7.27\|209945;2026-04-22\|7.47\|2.47\|7.33\|7.49\|7.25\|216667;2026-04-23\|7.36\|-1.47\|7.37\|7.76\|7.35\|180806;2026-04-24\|7.38\|0.27\|7.36\|7.69\|7.24\|229279;2026-04-27\|7.47\|1.22\|7.29\|7.50\|7.17\|189059;2026-04-28\|7.61\|1.87\|7.45\|7.67\|7.36\|329670;2026-04-29\|7.70\|1.18\|7.54\|7.90\|7.40\|377030;2026-04-30\|7.75\|0.65\|7.66\|7.84\|7.56\|274643;2026-05-06\|8.53\|10.06\|7.75\|8.53\|7.75\|420069;2026-05-07\|9.38\|9.96\|8.85\|9.38\|8.73\|513567;2026-05-08\|9.09\|-3.09\|9.59\|10.30\|9.05\|1094392;2026-05-11\|9.65\|6.16\|9.06\|9.89\|8.82\|982456;2026-05-12\|10.62\|10.05\|9.37\|10.62\|9.15\|1046850;2026-05-13\|10.83\|1.98\|11.00\|11.68\|10.50\|1424131;2026-05-14\|9.75\|-9.97\|10.33\|10.64\|9.75\|900656;2026-05-15\|9.19\|-5.74\|9.15\|9.60\|8.80\|833350;2026-05-18\|8.93\|-2.83\|9.10\|9.24\|8.80\|495457;2026-05-19\|8.95\|0.22\|8.95\|9.01\|8.63\|455809;2026-05-20\|8.34\|-6.82\|8.90\|8.90\|8.27\|489574;2026-05-21\|8.06\|-3.36\|8.18\|8.46\|8.04\|399993;2026-05-22\|8.87\|10.05\|8.06\|8.87\|8.04\|426280;2026-05-25\|9.20\|3.72\|9.15\|9.50\|8.84\|797492;2026-05-26\|9.83\|6.85\|9.08\|10.11\|8.89\|853430;2026-05-27\|10.15\|3.26\|9.46\|10.37\|9.18\|884203;2026-05-28\|9.59\|-5.52\|9.78\|10.17\|9.45\|673323;2026-05-29\|9.64\|0.52\|9.30\|10.02\|9.28\|613641;2026-06-01\|9.72\|0.83\|9.48\|9.76\|8.92\|515786;2026-06-02\|9.29\|-4.42\|9.53\|9.53\|9.00\|423919;2026-06-03\|9.19\|-1.08\|9.29\|9.44\|8.99\|421866;2026-06-04\|8.97\|-2.39\|9.23\|9.28\|8.87\|347939;2026-06-05\|8.53\|-4.91\|9.00\|9.08\|8.43\|333525;2026-06-08\|8.23\|-3.52\|8.30\|8.68\|8.12\|264617;2026-06-09\|9.05\|9.96\|8.41\|9.05\|8.18\|250180;2026-06-10\|9.23\|1.99\|9.10\|9.66\|8.95\|568079;2026-06-11\|8.74\|-5.31\|9.05\|9.12\|8.63\|389170;2026-06-12\|8.62\|-1.37\|8.86\|9.00\|8.62\|260172;2026-06-15\|8.74\|1.39\|8.57\|8.98\|8.45\|273760;2026-06-16\|8.71\|-0.34\|8.74\|8.80\|8.42\|225179;2026-06-17\|8.74\|0.34\|8.72\|8.88\|8.45\|234392;2026-06-18\|8.92\|2.06\|8.74\|9.15\|8.54\|324048;2026-06-22\|8.99\|0.78\|8.90\|9.45\|8.67\|393676;2026-06-23\|9.89\|10.01\|8.99\|9.89\|8.91\|691671;2026-06-24\|9.41\|-4.85\|9.92\|9.92\|9.10\|633259;2026-06-25\|8.47\|-9.99\|9.29\|9.30\|8.47\|497169;2026-06-26\|8.52\|0.59\|8.22\|9.09\|8.22\|353759;2026-06-29\|7.88\|-7.51\|8.26\|8.41\|7.67\|358584;2026-06-30\|7.71\|-2.16\|7.72\|7.76\|7.40\|259851;2026-07-01\|8.06\|4.54\|7.82\|8.38\|7.76\|303223;2026-07-02\|7.75\|-3.85\|8.02\|8.20\|7.74\|213047;2026-07-03\|7.74\|-0.13\|7.73\|7.86\|7.51\|160519;2026-07-06\|7.76\|0.26\|7.74\|7.80\|7.51\|146301;2026-07-07\|7.47\|-3.74\|7.78\|7.95\|7.46\|165819;2026-07-08\|7.34\|-1.74\|7.49\|7.49\|7.26\|118995;2026-07-09\|7.54\|2.72\|7.33\|7.60\|7.26\|138601;2026-07-10\|7.79\|3.32\|7.53\|8.05\|7.41\|217472
116481	其它归类	涨停揭秘：公司主营汽车结构件与功能件，受益于新能源车渗透率提升及底盘智能化升级趋势，订单能见度提高；涨停缘由：新能源汽车销量持续增长带动轻量化结构件需求上升；公司产品覆盖副车架、控制臂等底盘核心部件，已进入比亚迪、蔚来等头部车企供应链；智能底盘升级推动功能件附加值提升，单车价值量有望上行；资金逻辑：主力资金小幅流入，汽车零部件板块轮动补涨，技术面站上年线激发中线资金配置意愿；风险提示：汽车行业价格战加剧，主机厂压价压力传导至零部件厂商；新项目量产节奏不及预期影响业绩兑现	公司主营汽车结构件、功能件	2026-03-03\|18.70\|-2.45\|19.19\|19.36\|18.66\|27613;2026-03-04\|18.37\|-1.76\|18.60\|18.60\|18.31\|19445;2026-03-05\|18.50\|0.71\|18.60\|18.70\|18.39\|11027;2026-03-06\|18.68\|0.97\|18.49\|18.69\|18.41\|9696;2026-03-09\|18.52\|-0.86\|18.40\|18.66\|18.38\|13334;2026-03-10\|18.85\|1.78\|18.60\|18.88\|18.32\|18976;2026-03-11\|18.93\|0.42\|18.83\|19.26\|18.75\|19693;2026-03-12\|18.98\|0.26\|18.89\|18.99\|18.85\|10867;2026-03-13\|19.19\|1.11\|18.98\|19.46\|18.82\|38616;2026-03-16\|19.32\|0.68\|19.05\|19.48\|19.04\|33117;2026-03-17\|19.21\|-0.57\|19.33\|19.55\|19.04\|37365;2026-03-18\|18.98\|-1.20\|19.21\|19.22\|18.83\|22930;2026-03-19\|18.76\|-1.16\|18.96\|19.07\|18.58\|17138;2026-03-20\|18.38\|-2.03\|18.76\|18.89\|18.38\|20842;2026-03-23\|17.26\|-6.09\|18.21\|18.21\|17.20\|33399;2026-03-24\|17.60\|1.97\|17.59\|17.65\|17.27\|17238;2026-03-25\|18.25\|3.69\|17.61\|18.56\|17.55\|34280;2026-03-26\|18.00\|-1.37\|18.18\|18.42\|17.70\|26115;2026-03-27\|18.06\|0.33\|17.70\|18.30\|17.70\|13751;2026-03-30\|17.62\|-2.44\|17.79\|18.03\|17.25\|25232;2026-03-31\|17.49\|-0.74\|17.68\|17.74\|17.46\|10653;2026-04-01\|17.69\|1.14\|17.62\|17.73\|17.58\|10465;2026-04-02\|17.28\|-2.32\|17.64\|17.75\|17.22\|18662;2026-04-03\|16.76\|-3.01\|17.29\|17.35\|16.69\|20112;2026-04-07\|16.93\|1.01\|16.81\|16.95\|16.62\|13491;2026-04-08\|17.29\|2.13\|17.09\|17.33\|17.05\|16228;2026-04-09\|16.79\|-2.89\|17.21\|17.21\|16.67\|34701;2026-04-10\|16.85\|0.36\|16.81\|17.01\|16.79\|37460;2026-04-13\|16.75\|-0.59\|16.66\|16.75\|16.35\|25062;2026-04-14\|16.82\|0.42\|16.89\|16.91\|16.63\|19212;2026-04-15\|16.81\|-0.06\|16.87\|16.96\|16.81\|24325;2026-04-16\|16.77\|-0.24\|16.85\|16.89\|16.71\|24979;2026-04-17\|16.62\|-0.89\|16.77\|16.77\|16.45\|27335;2026-04-20\|16.55\|-0.42\|16.63\|16.66\|16.52\|21059;2026-04-21\|16.60\|0.30\|16.54\|16.72\|16.36\|26836;2026-04-22\|16.45\|-0.90\|16.60\|16.61\|16.41\|19451;2026-04-23\|16.15\|-1.82\|16.45\|16.45\|16.09\|30170;2026-04-24\|16.25\|0.62\|16.14\|16.28\|15.86\|29262;2026-04-27\|16.26\|0.06\|16.35\|16.39\|16.12\|18184;2026-04-28\|16.00\|-1.60\|16.30\|16.30\|15.93\|21391;2026-04-29\|16.26\|1.62\|16.00\|16.28\|15.92\|24331;2026-04-30\|16.52\|1.60\|16.34\|16.79\|16.30\|56195;2026-05-06\|16.53\|0.06\|16.60\|16.66\|16.46\|35802;2026-05-07\|16.56\|0.18\|16.52\|16.60\|16.45\|26382;2026-05-08\|16.79\|1.39\|16.55\|16.88\|16.51\|45517;2026-05-11\|16.63\|-0.95\|16.90\|16.90\|16.56\|37142;2026-05-12\|16.40\|-1.38\|16.62\|16.67\|16.36\|29323;2026-05-13\|16.35\|-0.30\|16.41\|16.48\|16.31\|22430;2026-05-14\|15.84\|-3.12\|16.41\|16.42\|15.84\|37720;2026-05-15\|16.00\|1.01\|15.84\|16.28\|15.81\|35527;2026-05-18\|15.65\|-2.19\|16.06\|16.06\|15.53\|32232;2026-05-19\|15.71\|0.38\|15.61\|15.78\|15.58\|16481;2026-05-20\|15.22\|-3.12\|15.70\|15.71\|15.18\|34245;2026-05-21\|15.22\|0.00\|15.22\|15.50\|15.15\|31439;2026-05-22\|15.16\|-0.39\|15.25\|15.33\|14.93\|27020;2026-05-25\|14.77\|-2.57\|15.17\|15.22\|14.66\|33512;2026-05-26\|14.51\|-1.76\|14.80\|14.81\|14.36\|34600;2026-05-27\|14.18\|-2.27\|14.50\|14.71\|14.14\|37226;2026-05-28\|14.06\|-0.85\|14.10\|14.27\|13.77\|37319;2026-05-29\|13.95\|-0.78\|14.00\|14.18\|13.91\|28448;2026-06-01\|14.24\|2.08\|13.96\|14.28\|13.88\|33965;2026-06-02\|14.01\|-1.62\|14.30\|14.30\|13.95\|24050;2026-06-03\|13.63\|-2.71\|14.05\|14.05\|13.55\|31848;2026-06-04\|14.99\|9.98\|13.53\|14.99\|13.31\|109224;2026-06-05\|15.12\|0.87\|15.67\|16.09\|14.66\|178107;2026-06-08\|14.41\|-4.70\|14.57\|15.14\|14.40\|94838;2026-06-09\|14.42\|0.07\|14.47\|14.47\|14.03\|56174;2026-06-10\|14.51\|1.47\|14.18\|14.85\|13.98\|64045;2026-06-11\|14.71\|1.38\|14.34\|14.74\|14.21\|49119;2026-06-12\|14.62\|-0.61\|14.85\|14.85\|14.45\|44773;2026-06-15\|14.48\|-0.96\|14.60\|14.77\|14.40\|49749;2026-06-16\|13.94\|-3.73\|14.31\|14.48\|13.90\|52513;2026-06-17\|13.78\|-1.15\|13.80\|13.92\|13.62\|31587;2026-06-18\|13.36\|-3.05\|13.70\|13.80\|13.35\|42619;2026-06-22\|13.00\|-2.69\|13.35\|13.48\|12.67\|51899;2026-06-23\|14.30\|10.00\|13.23\|14.30\|13.09\|53904;2026-06-24\|13.97\|-2.31\|14.36\|14.58\|13.92\|75223;2026-06-25\|13.87\|-0.72\|14.25\|14.25\|13.63\|41788;2026-06-26\|13.54\|-2.38\|14.00\|14.14\|13.51\|36459;2026-06-29\|13.62\|0.59\|13.41\|13.91\|13.10\|36035;2026-06-30\|13.43\|-1.40\|13.58\|13.76\|13.27\|29899;2026-07-01\|13.81\|2.83\|13.42\|13.88\|13.35\|31525;2026-07-02\|13.83\|0.14\|13.66\|14.04\|13.66\|33424;2026-07-03\|14.01\|1.30\|13.83\|14.18\|13.83\|31962;2026-07-06\|13.91\|-0.71\|14.00\|14.11\|13.84\|23698;2026-07-07\|13.56\|-2.52\|13.86\|13.89\|13.56\|27643;2026-07-08\|13.32\|-1.77\|13.51\|13.67\|13.24\|23191;2026-07-09\|13.10\|-1.65\|13.33\|13.34\|12.90\|22873;2026-07-10\|13.31\|1.60\|13.15\|13.48\|12.96\|24825
116480	其它归类	纺织产业合作+碳纤维运动飞机+缝制机器人 1、据上工申贝官微2026年6月23日报道，6月22日贵州省纺织产业发展集团董事长一行到访公司，双方就西南纺织设备及服装产业协同发展达成合作共识，计划设立一体化运营平台，推动从单一设备销售向全产业链生态服务转型。 2、据上工申贝消息，6月17日公司控股子公司上工飞人威海碳纤维复材结构件及轻型飞机制造项目奠基，规划建设集碳纤维复材生产、轻型飞机总装于一体的总部基地；据2025年年报，公司计划2026年完成MOSAIC轻型飞机研发并启动生产，实现首架两座水陆两栖轻型运动飞机国产化落地。 3、据2025年年报，公司主营缝制设备及智能制造，拥有全球领先的机器人控制自动缝制技术和碳纤维复合材料缝纫裁切技术，相关产品应用于汽车、航空航天等领域。	公司计划2026年集中资源攻坚碳纤维轻型运动飞机等新项目的国产化与量产，完成MOSAIC轻型飞机研发并启动生产，实现首架两座水陆两栖轻型运动飞机的国产化落地，并启动电动三座飞机的开发工作	2026-03-03\|10.83\|-3.22\|11.13\|11.24\|10.82\|125011;2026-03-04\|10.87\|0.37\|10.65\|10.99\|10.61\|81466;2026-03-05\|10.88\|0.09\|10.92\|11.04\|10.86\|59556;2026-03-06\|11.16\|2.57\|10.88\|11.22\|10.81\|113157;2026-03-09\|11.07\|-0.81\|10.99\|11.10\|10.91\|86674;2026-03-10\|11.11\|0.36\|11.08\|11.18\|11.05\|65226;2026-03-11\|10.98\|-1.17\|11.11\|11.13\|10.98\|68286;2026-03-12\|11.03\|0.46\|11.05\|11.21\|11.00\|101838;2026-03-13\|10.81\|-1.99\|10.88\|10.97\|10.80\|89496;2026-03-16\|10.82\|0.09\|10.78\|10.83\|10.73\|60205;2026-03-17\|10.70\|-1.11\|10.82\|10.89\|10.68\|61829;2026-03-18\|10.52\|-1.68\|10.69\|10.71\|10.38\|99976;2026-03-19\|10.17\|-3.33\|10.33\|10.42\|10.13\|91869;2026-03-20\|9.69\|-4.72\|10.18\|10.25\|9.67\|125945;2026-03-23\|9.15\|-5.57\|9.50\|9.62\|9.09\|116471;2026-03-24\|9.44\|3.17\|9.34\|9.45\|9.12\|98883;2026-03-25\|9.51\|0.74\|9.46\|9.53\|9.43\|72117;2026-03-26\|9.26\|-2.63\|9.53\|9.55\|9.21\|74512;2026-03-27\|9.39\|1.40\|9.16\|9.39\|9.12\|56356;2026-03-30\|9.47\|0.85\|9.29\|9.48\|9.22\|58778;2026-03-31\|9.40\|-0.74\|9.47\|9.61\|9.40\|68677;2026-04-01\|9.48\|0.85\|9.51\|9.58\|9.43\|53163;2026-04-02\|9.32\|-1.69\|9.48\|9.51\|9.24\|68632;2026-04-03\|9.09\|-2.47\|9.38\|9.40\|9.09\|55902;2026-04-07\|9.20\|1.21\|9.09\|9.21\|9.07\|40546;2026-04-08\|9.54\|3.70\|9.36\|9.54\|9.31\|80515;2026-04-09\|9.33\|-2.20\|9.47\|9.48\|9.30\|56145;2026-04-10\|9.43\|1.07\|9.43\|9.52\|9.33\|55987;2026-04-13\|9.46\|0.32\|9.38\|9.49\|9.35\|39819;2026-04-14\|9.59\|1.37\|9.50\|9.60\|9.40\|100938;2026-04-15\|9.41\|-1.88\|9.59\|9.61\|9.40\|62156;2026-04-16\|9.55\|1.49\|9.40\|9.63\|9.38\|72400;2026-04-17\|9.56\|0.10\|9.52\|9.61\|9.42\|59018;2026-04-20\|9.72\|1.67\|9.59\|9.73\|9.53\|91651;2026-04-21\|9.61\|-1.13\|9.70\|9.70\|9.55\|53908;2026-04-22\|9.54\|-0.73\|9.62\|9.64\|9.50\|50402;2026-04-23\|8.59\|-9.96\|9.48\|9.48\|8.59\|325511;2026-04-24\|8.35\|-2.79\|8.40\|8.46\|8.16\|177598;2026-04-27\|8.51\|1.92\|8.20\|8.54\|8.14\|122882;2026-04-28\|8.34\|-2.00\|8.50\|8.61\|8.29\|90853;2026-04-29\|8.52\|2.16\|8.27\|8.60\|8.27\|86784;2026-04-30\|8.72\|2.35\|8.63\|8.79\|8.58\|98046;2026-05-06\|8.97\|2.87\|8.75\|8.99\|8.67\|131138;2026-05-07\|8.92\|-0.56\|8.97\|9.05\|8.90\|86949;2026-05-08\|9.04\|1.35\|8.93\|9.08\|8.85\|92428;2026-05-11\|9.27\|2.54\|9.04\|9.45\|9.04\|159428;2026-05-12\|8.99\|-3.02\|9.25\|9.26\|8.90\|110623;2026-05-13\|9.00\|0.11\|8.99\|9.04\|8.92\|81510;2026-05-14\|8.73\|-3.00\|9.00\|9.04\|8.72\|91693;2026-05-15\|8.71\|-0.23\|8.73\|8.86\|8.64\|73458;2026-05-18\|8.71\|0.00\|8.70\|8.72\|8.56\|67369;2026-05-19\|8.90\|2.18\|8.80\|9.05\|8.72\|113504;2026-05-20\|8.74\|-1.80\|8.87\|8.91\|8.68\|82522;2026-05-21\|8.55\|-2.17\|8.77\|8.95\|8.53\|87143;2026-05-22\|8.53\|-0.23\|8.55\|8.60\|8.39\|78477;2026-05-25\|8.46\|-0.82\|8.60\|8.68\|8.34\|72571;2026-05-26\|8.23\|-2.72\|8.38\|8.45\|8.08\|105149;2026-05-27\|7.99\|-2.92\|8.34\|8.34\|7.91\|112823;2026-05-28\|8.02\|0.38\|7.98\|8.12\|7.80\|83690;2026-05-29\|7.70\|-3.99\|8.02\|8.18\|7.66\|103560;2026-06-01\|7.82\|1.56\|7.69\|7.88\|7.60\|85333;2026-06-02\|7.72\|-1.28\|7.83\|7.97\|7.51\|94811;2026-06-03\|7.66\|-0.78\|7.70\|7.77\|7.59\|75240;2026-06-04\|7.44\|-2.87\|7.65\|7.67\|7.38\|77761;2026-06-05\|7.53\|1.21\|7.39\|7.70\|7.30\|102899;2026-06-08\|7.51\|-0.27\|7.28\|7.78\|7.27\|151801;2026-06-09\|7.68\|2.26\|7.47\|7.77\|7.42\|162498;2026-06-10\|8.45\|10.03\|7.60\|8.45\|7.56\|157735;2026-06-11\|8.16\|-3.43\|8.45\|8.53\|8.08\|317769;2026-06-12\|8.63\|5.76\|8.16\|8.87\|8.16\|409609;2026-06-15\|8.40\|-2.67\|8.45\|8.49\|8.24\|328187;2026-06-16\|8.09\|-3.69\|8.32\|8.32\|7.96\|242500;2026-06-17\|7.89\|-2.47\|8.00\|8.08\|7.75\|202590;2026-06-18\|7.56\|-4.18\|7.84\|7.87\|7.56\|163482;2026-06-22\|7.80\|3.17\|7.68\|8.00\|7.49\|192788;2026-06-23\|8.58\|10.00\|7.96\|8.58\|7.93\|275141;2026-06-24\|8.77\|2.21\|8.49\|8.79\|8.18\|435003;2026-06-25\|8.83\|0.68\|8.72\|9.00\|8.60\|351659;2026-06-26\|8.47\|-4.08\|8.90\|8.91\|8.47\|190406;2026-06-29\|8.35\|-1.42\|8.46\|8.73\|8.26\|165603;2026-06-30\|8.60\|2.99\|8.39\|8.70\|8.25\|222241;2026-07-01\|8.95\|4.07\|8.60\|9.00\|8.48\|281961;2026-07-02\|8.63\|-3.58\|8.78\|8.94\|8.60\|205597;2026-07-03\|8.78\|1.74\|8.62\|8.82\|8.55\|162683;2026-07-06\|8.89\|1.25\|8.86\|9.08\|8.69\|220656;2026-07-07\|8.00\|-10.01\|8.86\|8.86\|8.00\|248359;2026-07-08\|7.61\|-4.88\|8.01\|8.01\|7.59\|148744;2026-07-09\|7.23\|-4.99\|7.61\|7.71\|7.00\|206481;2026-07-10\|7.36\|1.80\|7.15\|7.53\|7.05\|130652
116479	其它归类	磷化工+产品涨价+精制磷酸行业原因：据央视财经6月21日报道，磷酸铁锂价格翻倍但需求依然旺盛，一包约400公斤的磷酸铁锂价格超25000元，一年前仅10000元。有企业负责人告诉记者，新能源汽车以及储能产品的出口旺盛，成为本轮产品涨价的重要动因。公司原因： 1、据2026年4月28日公告，公司2026年一季度主要产品售价同比显著上涨，其中磷酸一铵均价同比上涨33.05%，磷酸二铵均价同比上涨20.53%。 2、公司是华东地区规模最大的磷复肥和磷化工一体化专业制造企业，主营产品为磷酸二铵、磷酸一铵、复合肥等，化肥产量在华东地区名列前茅，行业骨干地位突出。 3、据2025年年报，公司积极延伸新能源材料产业链，目前本部及子公司电池级精制磷酸已发展到15万吨/年产能，并拟通过再融资支持子公司湖北徽阳28万吨/年精制磷酸项目建设。	华东地区规模最大的磷复肥和磷化工一体化专业制造企业	2026-03-03\|7.59\|-9.96\|8.00\|8.16\|7.59\|956664;2026-03-04\|7.92\|4.35\|7.30\|8.22\|7.21\|846793;2026-03-05\|7.61\|-3.91\|7.88\|7.90\|7.52\|660268;2026-03-06\|8.37\|9.99\|7.45\|8.37\|7.36\|1025250;2026-03-09\|8.65\|3.35\|8.75\|9.21\|8.51\|1876860;2026-03-10\|8.24\|-4.74\|7.79\|8.39\|7.79\|1212002;2026-03-11\|8.66\|5.10\|8.20\|8.74\|8.01\|1315737;2026-03-12\|8.47\|-2.19\|8.73\|9.00\|8.38\|1250018;2026-03-13\|8.53\|0.71\|8.48\|9.09\|8.33\|1187016;2026-03-16\|9.06\|6.21\|8.51\|9.38\|8.51\|1625124;2026-03-17\|8.88\|-1.99\|8.50\|9.44\|8.18\|1525298;2026-03-18\|8.00\|-9.91\|8.52\|8.58\|7.99\|998764;2026-03-19\|7.51\|-6.12\|8.15\|8.28\|7.50\|732200;2026-03-20\|6.80\|-9.45\|7.27\|7.35\|6.80\|739385;2026-03-23\|6.86\|0.88\|6.60\|7.11\|6.53\|692457;2026-03-24\|6.92\|0.87\|6.87\|6.94\|6.61\|550963;2026-03-25\|6.97\|0.72\|6.81\|6.99\|6.80\|482622;2026-03-26\|6.75\|-3.16\|6.97\|7.13\|6.70\|529484;2026-03-27\|7.43\|10.07\|6.68\|7.43\|6.67\|828474;2026-03-30\|7.45\|0.27\|7.50\|7.73\|7.40\|858560;2026-03-31\|7.08\|-4.97\|7.51\|7.54\|7.06\|544477;2026-04-01\|7.03\|-0.71\|7.16\|7.25\|7.00\|361369;2026-04-02\|6.91\|-1.71\|7.03\|7.10\|6.85\|288671;2026-04-03\|6.41\|-7.24\|6.90\|6.91\|6.40\|378782;2026-04-07\|7.05\|9.98\|6.42\|7.05\|6.36\|497639;2026-04-08\|7.03\|-0.28\|6.90\|7.05\|6.81\|545749;2026-04-09\|7.01\|-0.28\|7.10\|7.31\|6.97\|489451;2026-04-10\|6.98\|-0.43\|7.09\|7.10\|6.88\|319899;2026-04-13\|7.13\|2.15\|7.07\|7.15\|6.86\|437800;2026-04-14\|7.00\|-1.82\|7.10\|7.14\|6.91\|305733;2026-04-15\|6.73\|-3.86\|6.96\|6.98\|6.71\|271748;2026-04-16\|6.86\|1.93\|6.73\|6.90\|6.70\|254240;2026-04-17\|6.78\|-1.17\|6.86\|6.94\|6.71\|228272;2026-04-20\|6.86\|1.18\|6.77\|6.90\|6.71\|232476;2026-04-21\|6.86\|0.00\|6.80\|6.88\|6.64\|300993;2026-04-22\|6.88\|0.29\|6.83\|6.94\|6.75\|245350;2026-04-23\|6.84\|-0.58\|6.87\|6.95\|6.66\|270527;2026-04-24\|7.07\|3.36\|6.80\|7.26\|6.78\|650167;2026-04-27\|6.91\|-2.26\|6.90\|6.93\|6.70\|377233;2026-04-28\|6.99\|1.16\|6.78\|7.18\|6.78\|378098;2026-04-29\|7.15\|2.29\|6.99\|7.17\|6.84\|412499;2026-04-30\|6.98\|-2.38\|7.19\|7.19\|6.95\|302672;2026-05-06\|6.94\|-0.57\|6.96\|6.98\|6.79\|264917;2026-05-07\|6.65\|-4.18\|6.95\|6.96\|6.56\|517698;2026-05-08\|6.72\|1.05\|6.64\|6.76\|6.60\|243348;2026-05-11\|6.68\|-0.60\|6.74\|6.89\|6.67\|306697;2026-05-12\|6.40\|-4.19\|6.68\|6.71\|6.35\|316466;2026-05-13\|6.45\|0.78\|6.45\|6.50\|6.34\|181359;2026-05-14\|6.30\|-2.33\|6.45\|6.52\|6.30\|251550;2026-05-15\|6.32\|0.32\|6.30\|6.70\|6.30\|353649;2026-05-18\|6.22\|-1.58\|6.36\|6.40\|6.13\|232905;2026-05-19\|6.08\|-2.25\|6.20\|6.21\|6.00\|206352;2026-05-20\|5.97\|-1.81\|6.05\|6.06\|5.91\|161354;2026-05-21\|5.69\|-4.69\|5.94\|6.03\|5.67\|201671;2026-05-22\|5.85\|2.81\|5.71\|5.91\|5.66\|170883;2026-05-25\|5.72\|-2.22\|5.85\|5.86\|5.62\|175498;2026-05-26\|5.72\|0.00\|5.72\|5.77\|5.54\|193344;2026-05-27\|5.48\|-4.20\|5.69\|5.73\|5.40\|185419;2026-05-28\|5.53\|0.91\|5.48\|5.57\|5.41\|106041;2026-05-29\|5.36\|-3.07\|5.53\|5.55\|5.35\|133980;2026-06-01\|5.66\|5.60\|5.40\|5.68\|5.36\|215717;2026-06-02\|5.49\|-3.00\|5.67\|5.68\|5.39\|163569;2026-06-03\|5.48\|-0.18\|5.50\|5.54\|5.42\|118980;2026-06-04\|5.48\|0.00\|5.49\|5.53\|5.40\|158682;2026-06-05\|5.49\|0.18\|5.46\|5.53\|5.25\|208128;2026-06-08\|5.28\|-3.83\|5.41\|5.58\|5.21\|195097;2026-06-09\|5.23\|-0.95\|5.31\|5.35\|5.13\|161425;2026-06-10\|5.15\|-1.53\|5.19\|5.29\|5.09\|152309;2026-06-11\|5.67\|10.10\|5.50\|5.67\|5.50\|150479;2026-06-12\|5.99\|5.64\|5.70\|6.21\|5.31\|806216;2026-06-15\|5.84\|-2.50\|5.78\|5.96\|5.71\|510163;2026-06-16\|5.89\|0.86\|5.83\|6.02\|5.67\|418954;2026-06-17\|5.55\|-5.77\|5.80\|5.82\|5.51\|320202;2026-06-18\|5.37\|-3.24\|5.51\|5.64\|5.30\|231188;2026-06-22\|5.91\|10.06\|5.37\|5.91\|5.37\|381222;2026-06-23\|6.50\|9.98\|6.16\|6.50\|6.16\|990825;2026-06-24\|6.41\|-1.38\|6.45\|6.60\|6.18\|944569;2026-06-25\|6.48\|1.09\|6.32\|6.58\|6.20\|801298;2026-06-26\|6.07\|-6.33\|6.30\|6.44\|6.04\|495044;2026-06-29\|5.94\|-2.14\|6.12\|6.23\|5.78\|365456;2026-06-30\|5.80\|-2.36\|5.88\|5.96\|5.63\|351639;2026-07-01\|6.38\|10.00\|5.80\|6.38\|5.78\|548699;2026-07-02\|6.40\|0.31\|6.38\|6.86\|6.25\|864887;2026-07-03\|6.08\|-5.00\|6.40\|6.46\|6.03\|518040;2026-07-06\|6.69\|10.03\|6.13\|6.69\|6.04\|637965;2026-07-07\|6.90\|3.14\|6.66\|7.17\|6.47\|1080386;2026-07-08\|6.68\|-3.19\|6.70\|6.91\|6.30\|675045;2026-07-09\|6.77\|1.35\|6.58\|6.77\|6.46\|631793;2026-07-10\|6.96\|2.81\|6.60\|7.26\|6.47\|793995
116478	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	聚酯薄膜+碳纤维+消费电子 1、据2025年年度报告，控股子公司和兴碳纤维年产350吨M级碳纤维项目仍处于建设阶段，公司正推进后续建设与运营，计划未来实现T800级高性能碳纤维产品认证及批量供货。 2、据2025年6月25日互动易，公司差异化BOPET薄膜与多家知名消费电子品牌产业链企业保持长期稳定合作，有色光电基膜直接用于消费电子制程及组件。 3、据2025年年度报告，公司聚酯薄膜年产能11.5万吨，核心产品有色光电基膜、透明功能膜等聚焦消费电子、汽车、新能源高端场景，2025年销量提升带动现金流改善。	1、公司MLCC用BOPET离型基膜已实现核心技术突破，产品性能对标进口水平，当前正与下游涂布厂商协同优化工艺、推进多轮送样及客户认证； 2、公司高性能碳纤维基材具备切入商业航天领域的潜在空间，可用于卫星、火箭等核心结构部件	2026-03-03\|58.67\|-3.96\|61.34\|62.25\|58.54\|10259;2026-03-04\|60.92\|3.83\|57.45\|61.58\|57.30\|10485;2026-03-05\|63.31\|3.92\|61.60\|64.60\|61.18\|12537;2026-03-06\|62.99\|-0.51\|63.22\|64.72\|62.69\|5950;2026-03-09\|63.17\|0.29\|63.89\|63.89\|59.90\|10261;2026-03-10\|65.09\|3.04\|63.21\|65.44\|62.51\|9806;2026-03-11\|64.31\|-1.20\|65.01\|65.80\|63.50\|9004;2026-03-12\|64.08\|-0.36\|65.50\|67.64\|63.97\|16324;2026-03-13\|60.88\|-4.99\|63.90\|64.36\|60.79\|13453;2026-03-16\|60.90\|0.03\|62.00\|63.80\|60.50\|10675;2026-03-17\|57.18\|-6.11\|62.11\|62.11\|57.05\|13916;2026-03-18\|58.15\|1.70\|57.47\|58.60\|56.54\|10906;2026-03-19\|57.22\|-1.60\|56.46\|58.89\|56.20\|10962;2026-03-20\|55.97\|-2.18\|57.78\|58.50\|55.61\|6335;2026-03-23\|50.30\|-10.13\|54.68\|56.00\|49.90\|16913;2026-03-24\|52.50\|4.37\|52.75\|52.75\|49.89\|11880;2026-03-25\|53.32\|1.56\|52.76\|54.52\|52.76\|6580;2026-03-26\|53.36\|0.07\|53.50\|54.44\|52.49\|10611;2026-03-27\|53.90\|1.01\|53.24\|54.50\|52.16\|6539;2026-03-30\|54.53\|1.17\|53.57\|54.89\|52.81\|6896;2026-03-31\|51.81\|-4.99\|55.79\|55.79\|51.81\|12028;2026-04-01\|52.71\|1.74\|52.90\|53.91\|52.45\|8716;2026-04-02\|51.66\|-1.99\|52.95\|52.95\|51.21\|6663;2026-04-03\|51.80\|0.27\|51.91\|52.61\|50.68\|6037;2026-04-07\|51.98\|0.35\|51.98\|52.65\|51.33\|5927;2026-04-08\|55.59\|6.95\|53.54\|56.41\|52.51\|11612;2026-04-09\|54.47\|-2.01\|55.48\|55.53\|53.80\|7215;2026-04-10\|56.54\|3.80\|54.52\|58.02\|54.52\|12557;2026-04-13\|57.37\|1.47\|56.44\|58.31\|55.03\|12136;2026-04-14\|58.10\|1.27\|57.95\|59.18\|57.10\|9042;2026-04-15\|58.58\|0.83\|58.40\|60.34\|57.44\|10491;2026-04-16\|59.31\|1.25\|59.98\|59.98\|58.28\|8344;2026-04-17\|71.17\|20.00\|59.35\|71.17\|58.57\|44811;2026-04-20\|69.47\|-2.39\|68.31\|70.32\|66.13\|50188;2026-04-21\|67.51\|-2.82\|69.47\|70.90\|66.91\|27429;2026-04-22\|68.93\|2.10\|67.33\|69.34\|66.41\|19912;2026-04-23\|71.87\|4.27\|77.69\|80.90\|70.53\|88474;2026-04-24\|67.30\|-6.36\|71.04\|73.18\|64.98\|63423;2026-04-27\|65.71\|-2.36\|67.00\|68.18\|65.30\|24883;2026-04-28\|71.16\|8.29\|65.63\|71.70\|64.32\|43234;2026-04-29\|69.45\|-2.40\|69.92\|70.90\|68.60\|19762;2026-04-30\|67.66\|-2.58\|68.80\|69.90\|66.80\|19417;2026-05-06\|68.33\|0.99\|68.60\|69.47\|66.80\|21770;2026-05-07\|70.55\|3.25\|68.60\|70.76\|67.86\|19022;2026-05-08\|73.04\|3.53\|70.63\|75.56\|70.10\|24834;2026-05-11\|76.00\|4.05\|73.15\|77.77\|71.00\|29798;2026-05-12\|72.62\|-4.45\|75.90\|75.90\|71.62\|22358;2026-05-13\|73.33\|0.98\|72.62\|75.49\|71.58\|24221;2026-05-14\|72.66\|-0.91\|76.53\|78.00\|72.60\|31640;2026-05-15\|71.00\|-2.28\|72.52\|73.34\|69.77\|20992;2026-05-18\|70.66\|-0.48\|70.28\|73.00\|69.90\|14291;2026-05-19\|72.44\|2.52\|70.66\|72.72\|70.62\|13659;2026-05-20\|71.40\|-1.44\|72.45\|76.00\|70.03\|20920;2026-05-21\|68.90\|-3.50\|71.23\|73.02\|67.87\|23724;2026-05-22\|73.86\|7.20\|69.23\|74.41\|68.07\|24838;2026-05-25\|74.69\|1.12\|76.30\|78.88\|73.63\|27130;2026-05-26\|74.55\|-0.19\|75.88\|78.20\|72.21\|28999;2026-05-27\|73.78\|-1.03\|74.77\|75.88\|72.10\|22083;2026-05-28\|76.07\|3.10\|73.00\|78.50\|72.11\|38448;2026-05-29\|68.50\|-9.95\|75.96\|75.96\|67.70\|40855;2026-06-01\|66.28\|-3.24\|68.09\|69.77\|65.49\|18516;2026-06-02\|61.33\|-7.47\|65.98\|67.38\|59.86\|31440;2026-06-03\|61.52\|0.31\|60.43\|63.48\|60.43\|22225;2026-06-04\|64.00\|4.03\|60.87\|65.80\|59.17\|29168;2026-06-05\|64.52\|0.81\|64.00\|66.88\|62.08\|23741;2026-06-08\|60.75\|-5.84\|61.61\|66.00\|60.39\|23267;2026-06-09\|62.55\|2.96\|60.57\|64.49\|60.57\|17603;2026-06-10\|61.25\|-2.08\|62.00\|62.00\|59.50\|15139;2026-06-11\|62.98\|2.82\|61.25\|66.66\|58.88\|26655;2026-06-12\|61.02\|-3.11\|63.84\|65.76\|60.63\|22681;2026-06-15\|67.32\|10.32\|64.01\|68.76\|62.00\|34492;2026-06-16\|68.97\|2.45\|67.32\|70.50\|66.33\|20515;2026-06-17\|72.24\|4.74\|67.94\|73.15\|67.94\|24128;2026-06-18\|70.45\|-2.48\|72.55\|72.55\|69.36\|16995;2026-06-22\|61.94\|-12.08\|71.00\|72.00\|60.00\|35147;2026-06-23\|73.09\|18.00\|60.82\|74.00\|60.33\|64970;2026-06-24\|73.25\|0.22\|72.36\|74.69\|68.50\|56254;2026-06-25\|74.22\|1.32\|71.39\|80.10\|71.39\|56535;2026-06-26\|71.53\|-3.62\|74.04\|75.74\|70.00\|36329;2026-06-29\|73.87\|3.27\|71.90\|80.09\|71.90\|49219;2026-06-30\|74.08\|0.28\|73.69\|78.88\|71.65\|39945;2026-07-01\|78.30\|5.70\|74.02\|80.45\|73.04\|62482;2026-07-02\|80.37\|2.64\|75.99\|83.11\|74.16\|56183;2026-07-03\|74.80\|-6.93\|78.92\|81.99\|73.45\|42347;2026-07-06\|74.15\|-0.87\|75.00\|80.00\|73.00\|54131;2026-07-07\|85.00\|14.63\|77.50\|87.64\|77.50\|89720;2026-07-08\|69.41\|-18.34\|84.00\|84.00\|68.20\|85966;2026-07-09\|67.92\|-2.15\|67.00\|69.41\|63.69\|49346;2026-07-10\|67.49\|-0.63\|68.78\|69.48\|65.54\|29654
116477	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	超级电容+导电炭黑+炭黑龙头+景德镇国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年6月16日互动易，公司介孔碳产品及高比表炭黑可应用于超级电容器等领域，已在对接行业头部企业进行测试；据2026年6月9日互动易，介孔碳产品已进入中试阶段，中试产品已送客户试样推广，主要用于硅碳负极材料及电容炭领域。 2、据2026年4月20日投资者关系活动记录表，公司2万吨/年超导电炭黑产能已建成投产，产品可应用于动力、储能、快充、固态等电池领域，月度订单已实现百吨级以上交付，销量呈逐月增长态势。 3、据2026年3月31日年报，公司系国内炭黑行业龙头企业，产销量一直保持国内领先地位，产能规模已跻身世界前列，2025年产能利用率达92.89%。 4、据2026年3月31日年报，公司的最终控制人为景德镇市国有资产监督管理委员会。	国内炭黑行业龙头；公司介孔碳产品已进入中试阶段，目前中试产品已送客户试样推广，主要用于硅碳负极材料及电容炭领域	2026-03-03\|8.59\|-5.50\|9.11\|9.16\|8.55\|274471;2026-03-04\|8.48\|-1.28\|8.60\|8.68\|8.38\|142015;2026-03-05\|8.51\|0.35\|8.63\|8.68\|8.48\|109363;2026-03-06\|8.65\|1.65\|8.47\|8.70\|8.41\|99838;2026-03-09\|9.52\|10.06\|8.80\|9.52\|8.74\|482880;2026-03-10\|9.37\|-1.58\|9.52\|9.60\|9.33\|397107;2026-03-11\|9.77\|4.27\|9.37\|9.83\|9.30\|418598;2026-03-12\|9.80\|0.31\|9.89\|10.05\|9.78\|329720;2026-03-13\|10.15\|3.57\|9.81\|10.55\|9.77\|628770;2026-03-16\|10.22\|0.69\|10.31\|11.03\|10.07\|662578;2026-03-17\|9.77\|-4.40\|10.12\|10.33\|9.74\|374744;2026-03-18\|9.61\|-1.64\|9.80\|9.87\|9.48\|218285;2026-03-19\|9.33\|-2.91\|9.80\|9.95\|9.28\|285713;2026-03-20\|8.78\|-5.89\|9.37\|9.41\|8.77\|311855;2026-03-23\|8.65\|-1.48\|8.57\|9.30\|8.40\|344878;2026-03-24\|8.45\|-2.31\|8.80\|8.90\|8.13\|368713;2026-03-25\|8.54\|1.07\|8.40\|8.62\|8.28\|199468;2026-03-26\|8.36\|-2.11\|8.55\|8.62\|8.21\|195657;2026-03-27\|9.20\|10.05\|8.27\|9.20\|8.21\|529163;2026-03-30\|9.10\|-1.09\|9.21\|9.21\|8.88\|355017;2026-03-31\|8.78\|-3.52\|9.19\|9.19\|8.78\|214081;2026-04-01\|8.62\|-1.82\|8.95\|8.98\|8.61\|196457;2026-04-02\|8.61\|-0.12\|8.64\|8.78\|8.46\|173191;2026-04-03\|8.19\|-4.88\|8.69\|8.70\|8.15\|237616;2026-04-07\|8.38\|2.32\|8.19\|8.50\|8.15\|142472;2026-04-08\|8.49\|1.31\|8.47\|8.50\|8.30\|181448;2026-04-09\|8.34\|-1.77\|8.46\|8.46\|8.27\|169226;2026-04-10\|8.41\|0.84\|8.40\|8.64\|8.32\|153495;2026-04-13\|8.46\|0.59\|8.45\|8.54\|8.35\|132306;2026-04-14\|8.66\|2.36\|8.48\|8.68\|8.36\|229382;2026-04-15\|8.77\|1.27\|8.68\|9.12\|8.63\|277470;2026-04-16\|8.76\|-0.11\|8.78\|8.81\|8.58\|176018;2026-04-17\|8.76\|0.00\|8.76\|8.85\|8.58\|144235;2026-04-20\|8.80\|0.46\|8.68\|8.91\|8.64\|133815;2026-04-21\|8.72\|-0.91\|8.81\|8.81\|8.65\|88578;2026-04-22\|8.69\|-0.34\|8.68\|8.90\|8.64\|109079;2026-04-23\|8.53\|-1.84\|8.69\|8.86\|8.48\|128844;2026-04-24\|8.65\|1.41\|8.50\|8.72\|8.47\|111166;2026-04-27\|8.68\|0.35\|8.60\|8.80\|8.44\|132105;2026-04-28\|8.56\|-1.38\|8.66\|8.74\|8.49\|98231;2026-04-29\|8.96\|4.67\|8.52\|9.09\|8.50\|279142;2026-04-30\|9.51\|6.14\|8.92\|9.60\|8.92\|417013;2026-05-06\|9.57\|0.63\|9.60\|9.64\|9.39\|242290;2026-05-07\|9.53\|-0.42\|9.57\|9.69\|9.46\|191824;2026-05-08\|9.62\|0.94\|9.48\|9.74\|9.48\|149325;2026-05-11\|9.41\|-2.18\|9.61\|9.65\|9.24\|220682;2026-05-12\|9.07\|-3.61\|9.41\|9.41\|9.02\|170430;2026-05-13\|9.40\|3.64\|9.56\|9.70\|8.96\|330090;2026-05-14\|9.58\|1.91\|9.52\|9.97\|9.48\|391947;2026-05-15\|9.94\|3.76\|9.62\|10.15\|9.53\|393940;2026-05-18\|10.34\|4.02\|10.02\|10.75\|9.68\|676998;2026-05-19\|10.47\|1.26\|10.15\|10.74\|10.10\|437857;2026-05-20\|10.45\|-0.19\|10.46\|10.55\|10.10\|311930;2026-05-21\|10.03\|-4.02\|10.46\|10.69\|10.00\|345195;2026-05-22\|10.28\|2.49\|10.10\|10.55\|10.09\|348138;2026-05-25\|10.53\|2.43\|10.53\|10.65\|10.40\|336522;2026-05-26\|10.25\|-2.66\|10.50\|10.59\|10.13\|262361;2026-05-27\|9.84\|-4.00\|10.21\|10.46\|9.75\|275026;2026-05-28\|9.58\|-2.64\|9.73\|9.96\|9.36\|227537;2026-05-29\|9.46\|-1.25\|9.60\|10.08\|9.38\|275887;2026-06-01\|10.41\|10.04\|9.41\|10.41\|9.36\|318235;2026-06-02\|9.89\|-5.00\|10.47\|10.50\|9.77\|427346;2026-06-03\|10.49\|6.07\|9.90\|10.69\|9.75\|430352;2026-06-04\|10.64\|1.43\|10.45\|10.96\|10.40\|383285;2026-06-05\|10.76\|1.13\|10.63\|11.09\|10.52\|370677;2026-06-08\|10.30\|-4.28\|10.45\|10.82\|10.10\|347563;2026-06-09\|10.43\|1.26\|10.50\|10.67\|10.16\|292390;2026-06-10\|10.16\|-2.59\|10.65\|11.10\|10.15\|440509;2026-06-11\|9.98\|-1.77\|10.21\|10.35\|9.90\|288137;2026-06-12\|10.08\|1.00\|9.99\|10.50\|9.71\|404496;2026-06-15\|10.09\|0.10\|10.05\|10.26\|9.91\|275083;2026-06-16\|10.08\|-0.10\|10.00\|10.27\|9.81\|260678;2026-06-17\|9.50\|-5.75\|10.09\|10.29\|9.40\|366450;2026-06-18\|10.45\|10.00\|9.39\|10.45\|9.33\|345457;2026-06-22\|11.50\|10.05\|10.45\|11.50\|10.45\|911994;2026-06-23\|12.65\|10.00\|12.00\|12.65\|11.80\|1162505;2026-06-24\|13.48\|6.56\|12.31\|13.69\|11.60\|1142085;2026-06-25\|14.83\|10.01\|14.68\|14.83\|13.93\|780965;2026-06-26\|14.60\|-1.55\|14.21\|15.63\|14.20\|1143337;2026-06-29\|14.41\|-1.30\|14.91\|15.20\|13.73\|1111500;2026-06-30\|15.03\|4.30\|14.66\|15.39\|14.30\|599039;2026-07-01\|15.31\|1.86\|15.00\|15.99\|14.91\|589235;2026-07-02\|14.67\|-4.18\|14.85\|15.28\|14.40\|423122;2026-07-03\|14.20\|-3.20\|14.67\|14.80\|13.50\|522579;2026-07-06\|13.14\|-7.46\|14.32\|14.46\|12.92\|529336;2026-07-07\|12.35\|-6.01\|13.04\|13.25\|12.23\|343558;2026-07-08\|11.33\|-8.26\|12.36\|12.45\|11.25\|389138;2026-07-09\|11.56\|2.03\|11.39\|11.68\|10.53\|490788;2026-07-10\|10.97\|-5.10\|11.85\|11.91\|10.96\|344541
116476	央视：国产TGV玻璃基板加速产业化，头部企业抢先布局	玻璃晶圆+微棱镜量产+AR/VR拓展行业原因：报道称，苹果公司已开始测试先进的玻璃基板，用于代号为“Baltra”的AI服务器芯片。公司原因： 1、据2025年半年度报告，公司持续开展微棱镜、旋涂、玻璃晶圆、微纳光学半导体光刻、光学盖板等项目研发。公司红外截止滤光片、生物识别滤光片基石业务稳健，新产品微棱镜实现稳定量产。 2、据2025年8月19日互动易，公司正积极拓展与下游光波导模组厂商及终端厂商合作。 3、据2025年半年度报告，公司与舜宇光学、丘钛科技、欧菲光等国内主要摄像头模组厂商及日本旭硝子等全球光学玻璃企业保持长期稳定合作，客户资源优势显著。	公司表示拓展TGV技术在光学领域的应用	2026-03-03\|14.76\|-3.34\|15.25\|15.45\|14.73\|66639;2026-03-04\|14.67\|-0.61\|14.76\|14.78\|14.46\|52439;2026-03-05\|15.43\|5.18\|14.90\|15.76\|14.89\|143881;2026-03-06\|15.45\|0.13\|15.25\|15.48\|15.11\|62285;2026-03-09\|15.18\|-1.75\|15.20\|15.27\|15.01\|49371;2026-03-10\|15.70\|3.43\|15.30\|15.75\|15.27\|80604;2026-03-11\|15.76\|0.38\|15.65\|15.94\|15.50\|82819;2026-03-12\|15.63\|-0.82\|15.74\|15.88\|15.60\|52538;2026-03-13\|15.41\|-1.41\|15.54\|15.75\|15.38\|42270;2026-03-16\|15.53\|0.78\|15.41\|15.55\|15.24\|36400;2026-03-17\|14.99\|-3.48\|15.56\|15.74\|14.99\|73207;2026-03-18\|15.47\|3.20\|15.07\|15.48\|15.03\|60724;2026-03-19\|15.18\|-1.87\|15.29\|15.43\|15.15\|43364;2026-03-20\|14.79\|-2.57\|15.35\|15.40\|14.74\|61011;2026-03-23\|13.51\|-8.65\|14.41\|14.50\|13.35\|115880;2026-03-24\|13.95\|3.26\|13.76\|13.96\|13.38\|61296;2026-03-25\|14.07\|0.86\|13.97\|14.23\|13.97\|45234;2026-03-26\|13.76\|-2.20\|14.04\|14.12\|13.66\|36826;2026-03-27\|13.69\|-0.51\|13.61\|13.82\|13.60\|32024;2026-03-30\|13.74\|0.37\|13.56\|13.75\|13.32\|33538;2026-03-31\|13.46\|-2.04\|13.73\|13.80\|13.41\|34658;2026-04-01\|13.77\|2.30\|13.71\|13.78\|13.58\|31432;2026-04-02\|13.50\|-1.96\|13.70\|13.92\|13.44\|31907;2026-04-03\|13.30\|-1.48\|13.60\|13.65\|13.20\|35287;2026-04-07\|13.39\|0.68\|13.31\|13.61\|13.26\|36340;2026-04-08\|13.97\|4.33\|13.75\|13.99\|13.64\|48882;2026-04-09\|15.37\|10.02\|14.16\|15.37\|14.00\|161794;2026-04-10\|16.91\|10.02\|16.29\|16.91\|16.01\|358302;2026-04-13\|16.58\|-1.95\|16.15\|16.84\|16.13\|523016;2026-04-14\|16.37\|-1.27\|16.40\|16.79\|16.24\|313824;2026-04-15\|16.80\|2.63\|16.42\|17.13\|16.20\|494817;2026-04-16\|16.70\|-0.60\|16.36\|16.70\|16.20\|319104;2026-04-17\|17.35\|3.89\|16.62\|18.00\|16.40\|492215;2026-04-20\|18.08\|4.21\|17.39\|19.09\|17.33\|482647;2026-04-21\|18.10\|0.11\|17.72\|19.20\|17.63\|444759;2026-04-22\|17.88\|-1.22\|17.60\|18.45\|17.60\|340488;2026-04-23\|17.05\|-4.64\|17.69\|17.87\|17.04\|325696;2026-04-24\|16.58\|-2.76\|17.02\|17.05\|16.44\|180049;2026-04-27\|16.97\|2.35\|16.56\|17.23\|16.56\|186401;2026-04-28\|16.34\|-3.71\|16.80\|16.88\|16.32\|163938;2026-04-29\|16.64\|1.84\|16.34\|16.95\|16.32\|166420;2026-04-30\|16.47\|-1.02\|16.79\|17.22\|16.43\|142131;2026-05-06\|17.03\|3.40\|16.81\|17.19\|16.68\|235654;2026-05-07\|17.80\|4.52\|17.34\|18.00\|17.11\|274673;2026-05-08\|17.98\|1.01\|17.50\|18.18\|17.35\|236177;2026-05-11\|18.39\|2.28\|18.26\|19.09\|18.13\|274416;2026-05-12\|18.85\|2.50\|18.20\|19.18\|18.10\|266306;2026-05-13\|18.77\|-0.42\|18.53\|19.38\|18.50\|253947;2026-05-14\|19.27\|2.66\|18.89\|19.76\|18.65\|327804;2026-05-15\|18.25\|-5.29\|19.08\|19.16\|18.07\|303699;2026-05-18\|18.36\|0.60\|17.98\|18.49\|17.88\|162116;2026-05-19\|18.57\|1.14\|18.25\|18.59\|17.80\|139216;2026-05-20\|18.26\|-1.67\|18.39\|18.50\|18.00\|109762;2026-05-21\|19.69\|7.83\|20.09\|20.09\|19.30\|200021;2026-05-22\|18.98\|-3.61\|19.10\|19.39\|17.83\|474189;2026-05-25\|19.10\|0.63\|19.31\|19.49\|18.75\|304616;2026-05-26\|19.72\|3.25\|18.97\|19.92\|18.69\|383764;2026-05-27\|19.88\|0.81\|19.71\|20.87\|19.32\|413922;2026-05-28\|19.81\|-0.35\|19.57\|20.68\|19.46\|357218;2026-05-29\|18.48\|-6.71\|19.79\|19.89\|18.32\|314733;2026-06-01\|19.00\|2.81\|18.34\|19.90\|18.33\|230930;2026-06-02\|20.90\|10.00\|18.51\|20.90\|18.36\|291185;2026-06-03\|20.29\|-2.92\|20.85\|21.06\|20.00\|465896;2026-06-04\|20.50\|1.03\|19.81\|20.83\|19.55\|420960;2026-06-05\|21.65\|6.13\|19.80\|22.39\|19.70\|558260;2026-06-08\|20.59\|-4.90\|20.70\|22.02\|20.20\|435992;2026-06-09\|20.86\|1.31\|21.01\|21.20\|19.76\|356342;2026-06-10\|21.35\|2.35\|20.07\|21.56\|19.20\|485433;2026-06-11\|19.22\|-9.98\|20.45\|20.65\|19.22\|305678;2026-06-12\|17.30\|-9.99\|18.28\|18.69\|17.30\|185056;2026-06-15\|17.43\|0.75\|16.22\|17.84\|16.22\|420828;2026-06-16\|17.87\|2.52\|17.42\|18.27\|16.66\|363936;2026-06-17\|18.50\|3.53\|17.62\|19.18\|17.53\|383929;2026-06-18\|17.29\|-6.54\|18.40\|18.40\|17.26\|353284;2026-06-22\|17.01\|-1.62\|17.50\|17.86\|16.68\|283544;2026-06-23\|18.71\|9.99\|17.07\|18.71\|17.07\|381694;2026-06-24\|18.01\|-3.74\|18.52\|18.70\|17.52\|379034;2026-06-25\|17.58\|-2.39\|18.80\|19.00\|17.38\|357550;2026-06-26\|19.34\|10.01\|17.80\|19.34\|17.45\|539605;2026-06-29\|20.96\|8.38\|20.01\|21.27\|19.80\|688086;2026-06-30\|21.98\|4.87\|19.95\|22.36\|19.95\|646849;2026-07-01\|20.66\|-6.01\|20.85\|21.18\|20.06\|486271;2026-07-02\|18.79\|-9.05\|19.53\|19.81\|18.59\|407744;2026-07-03\|17.61\|-6.28\|18.53\|18.74\|17.50\|301328;2026-07-06\|16.22\|-7.89\|17.62\|17.73\|16.20\|280592;2026-07-07\|15.56\|-4.07\|16.00\|16.32\|15.37\|194170;2026-07-08\|14.78\|-5.01\|15.45\|15.60\|14.71\|176721;2026-07-09\|14.80\|0.14\|14.82\|15.37\|14.17\|192779;2026-07-10\|14.40\|-2.70\|14.66\|15.16\|14.40\|218845
116475	央视：国产TGV玻璃基板加速产业化，头部企业抢先布局	玻璃基板+芯片封装+显示面板行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年6月29日财闻报道，康宁公司发布玻璃基光互连方案Glass Bridge，有效解决CPO量产中的耦合良率与信号损耗问题，确立其作为高速光模块关键基材的地位，带动玻璃基板概念热度提升；据上证报2026年6月28日报道，彩虹股份作为上游材料环节主要提供高世代无碱玻璃原片及超薄玻璃材料。 2、据2026年5月20日互动易，公司2025年报披露的封装玻璃料方是指可用于芯片封装用玻璃基板的料方，料方研发已取得突破；但据2026年6月18日公告，相关产品尚处于研发阶段，没有产品进入半导体封装相关领域的测试。 3、公司是国内首家具备G8.5+基板玻璃量产供应能力的企业，主营业务为基板玻璃与显示面板的研发、生产与销售，形成了“面板+基板”上下游产业联动布局，显示面板产品涵盖32至100寸电视显示屏。	此前美国认定公司自主研发的“616”新料方玻璃基板不侵犯美国康宁公司专利	2026-03-03\|6.65\|-5.00\|7.00\|7.03\|6.61\|427161;2026-03-04\|6.40\|-3.76\|6.56\|6.85\|6.39\|474515;2026-03-05\|6.76\|5.62\|6.52\|6.95\|6.51\|637087;2026-03-06\|6.48\|-4.14\|6.67\|6.68\|6.38\|677043;2026-03-09\|6.31\|-2.62\|6.39\|6.40\|6.07\|479991;2026-03-10\|6.46\|2.38\|6.39\|6.54\|6.37\|337358;2026-03-11\|6.42\|-0.62\|6.43\|6.51\|6.35\|322836;2026-03-12\|6.42\|0.00\|6.40\|6.53\|6.37\|230891;2026-03-13\|6.45\|0.47\|6.38\|6.60\|6.35\|368250;2026-03-16\|6.40\|-0.78\|6.45\|6.46\|6.26\|322229;2026-03-17\|6.32\|-1.25\|6.41\|6.57\|6.31\|327456;2026-03-18\|6.26\|-0.95\|6.31\|6.38\|6.18\|239137;2026-03-19\|6.05\|-3.35\|6.18\|6.19\|6.02\|270222;2026-03-20\|5.97\|-1.32\|6.08\|6.16\|5.97\|222737;2026-03-23\|5.68\|-4.86\|5.90\|5.91\|5.64\|295951;2026-03-24\|5.81\|2.29\|5.79\|5.82\|5.65\|176741;2026-03-25\|5.78\|-0.52\|5.82\|5.87\|5.76\|236693;2026-03-26\|5.68\|-1.73\|5.77\|5.82\|5.66\|169566;2026-03-27\|5.69\|0.18\|5.60\|5.72\|5.59\|162176;2026-03-30\|5.69\|0.00\|5.60\|5.69\|5.50\|170678;2026-03-31\|5.59\|-1.76\|5.67\|5.73\|5.57\|154623;2026-04-01\|5.66\|1.25\|5.69\|5.72\|5.61\|130673;2026-04-02\|5.55\|-1.94\|5.65\|5.66\|5.52\|161397;2026-04-03\|5.48\|-1.26\|5.55\|5.58\|5.46\|126457;2026-04-07\|5.57\|1.64\|5.52\|5.61\|5.48\|139478;2026-04-08\|5.80\|4.13\|5.67\|5.82\|5.66\|280200;2026-04-09\|6.38\|10.00\|6.05\|6.38\|6.05\|469681;2026-04-10\|7.02\|10.03\|7.02\|7.02\|6.88\|924141;2026-04-13\|6.89\|-1.85\|6.95\|7.12\|6.79\|1637688;2026-04-14\|6.83\|-0.87\|6.75\|7.12\|6.71\|1223317;2026-04-15\|7.19\|5.27\|6.83\|7.49\|6.72\|1997045;2026-04-16\|7.08\|-1.53\|6.96\|7.09\|6.88\|1158980;2026-04-17\|7.79\|10.03\|7.10\|7.79\|7.09\|1185711;2026-04-20\|8.57\|10.01\|8.27\|8.57\|8.08\|1107222;2026-04-21\|8.45\|-1.40\|8.68\|8.93\|8.18\|2839316;2026-04-22\|8.86\|4.85\|8.41\|9.17\|8.36\|2381613;2026-04-23\|8.53\|-3.72\|8.68\|8.88\|8.29\|1631914;2026-04-24\|8.07\|-5.39\|8.40\|8.50\|7.99\|1223736;2026-04-27\|8.88\|10.04\|8.05\|8.88\|8.01\|1733130;2026-04-28\|8.66\|-2.48\|8.91\|9.04\|8.44\|1503994;2026-04-29\|8.80\|1.62\|8.50\|9.10\|8.50\|1458082;2026-04-30\|8.09\|-8.07\|8.28\|8.45\|8.01\|1557798;2026-05-06\|8.22\|1.61\|8.23\|8.46\|8.12\|1207629;2026-05-07\|9.04\|9.98\|8.42\|9.04\|8.41\|1527635;2026-05-08\|8.88\|-1.77\|8.96\|9.04\|8.56\|2133496;2026-05-11\|9.15\|3.04\|9.03\|9.44\|8.87\|2217608;2026-05-12\|9.50\|3.83\|9.31\|9.83\|9.11\|2054861;2026-05-13\|10.45\|10.00\|9.22\|10.45\|9.20\|1054847;2026-05-14\|10.77\|3.06\|10.52\|11.18\|10.11\|2991052;2026-05-15\|10.69\|-0.74\|10.69\|11.72\|10.64\|2550174;2026-05-18\|10.87\|1.68\|10.26\|10.97\|10.26\|1756205;2026-05-19\|10.35\|-4.78\|10.77\|10.77\|9.82\|1637962;2026-05-20\|10.39\|0.39\|10.25\|10.64\|10.05\|1548063;2026-05-21\|11.42\|9.91\|11.43\|11.43\|11.30\|1931377;2026-05-22\|11.10\|-2.80\|10.93\|11.43\|10.57\|2684439;2026-05-25\|11.60\|4.50\|11.10\|11.88\|10.77\|2530216;2026-05-26\|11.88\|2.41\|11.20\|12.19\|11.20\|2706643;2026-05-27\|11.93\|0.42\|11.96\|12.83\|11.60\|2766716;2026-05-28\|10.86\|-8.97\|11.30\|11.40\|10.85\|2345054;2026-05-29\|9.77\|-10.04\|10.78\|10.86\|9.77\|2002349;2026-06-01\|9.88\|1.13\|9.77\|10.59\|9.76\|1788491;2026-06-02\|10.09\|2.13\|9.85\|10.15\|9.43\|1538447;2026-06-03\|10.42\|3.27\|10.10\|10.60\|9.96\|1863791;2026-06-04\|10.95\|5.09\|10.30\|11.18\|10.21\|2299888;2026-06-05\|11.71\|6.94\|10.85\|12.05\|10.40\|3947578;2026-06-08\|11.76\|0.43\|11.37\|12.39\|10.92\|3600412;2026-06-09\|12.45\|5.87\|11.86\|12.62\|11.30\|3014159;2026-06-10\|11.33\|-9.00\|12.01\|12.18\|11.23\|2623868;2026-06-11\|10.61\|-6.35\|11.21\|11.21\|10.38\|2214231;2026-06-12\|9.86\|-7.07\|10.75\|10.88\|9.82\|2164996;2026-06-15\|10.47\|6.19\|10.02\|10.73\|9.90\|1743200;2026-06-16\|11.51\|9.93\|10.50\|11.52\|10.50\|2519502;2026-06-17\|12.66\|9.99\|11.34\|12.66\|11.32\|2157327;2026-06-18\|11.71\|-7.50\|12.34\|12.46\|11.47\|3415353;2026-06-22\|12.40\|5.89\|12.29\|12.80\|12.20\|2687536;2026-06-23\|13.64\|10.00\|12.68\|13.64\|12.34\|3680392;2026-06-24\|13.53\|-0.81\|13.00\|14.14\|13.00\|3927718;2026-06-25\|13.63\|1.26\|13.79\|14.27\|13.25\|3048125;2026-06-26\|13.96\|2.42\|13.64\|14.91\|13.63\|3171667;2026-06-29\|15.35\|9.96\|14.00\|15.36\|13.97\|3828205;2026-06-30\|16.89\|10.03\|15.05\|16.89\|14.69\|2117757;2026-07-01\|17.66\|4.56\|16.73\|17.75\|16.01\|4119707;2026-07-02\|16.69\|-5.49\|16.40\|18.35\|15.89\|4116631;2026-07-03\|15.02\|-10.01\|15.80\|16.03\|15.02\|2790498;2026-07-06\|13.52\|-9.99\|14.90\|15.00\|13.52\|2263626;2026-07-07\|12.95\|-4.22\|13.00\|13.67\|12.69\|1978456;2026-07-08\|12.26\|-5.33\|12.95\|13.18\|11.97\|2088536;2026-07-09\|12.49\|1.88\|12.44\|12.72\|11.69\|2429556;2026-07-10\|11.95\|-4.32\|12.68\|13.45\|11.95\|2502987
116474		涨停揭秘：公司控股股东拟变更为君拓启航，股权转让事项引发市场对公司治理改善及资产注入预期；涨停缘由：公司公告控股股东拟变更为君拓启航，新实控人背景或带来战略资源导入；股权转让主题近期活跃，市场博弈控制权变更后业务整合与资本运作空间；涂料主业具备区域竞争优势，转型预期增强；资金逻辑：游资主导炒作股权转让题材，换手率显著放大，龙虎榜显示一线游资席位买入，资金博弈情绪浓厚；风险提示：控制权变更尚在推进中，存在审批不确定性；新股东战略意图未明确，资产注入仅为市场猜测	公司控股股东拟变更为君拓启航	2026-03-03\|7.87\|-3.67\|8.18\|8.24\|7.84\|93268;2026-03-04\|7.78\|-1.14\|7.77\|7.92\|7.68\|75168;2026-03-05\|7.95\|2.19\|7.93\|8.03\|7.85\|61554;2026-03-06\|8.19\|3.02\|7.91\|8.19\|7.91\|75275;2026-03-09\|8.10\|-1.10\|8.10\|8.22\|7.98\|71895;2026-03-10\|8.30\|2.47\|8.15\|8.33\|8.13\|54656;2026-03-11\|8.19\|-1.33\|8.34\|8.40\|8.18\|46050;2026-03-12\|8.07\|-1.47\|8.23\|8.25\|8.04\|57782;2026-03-13\|8.08\|0.12\|8.07\|8.26\|8.03\|54267;2026-03-16\|8.10\|0.25\|8.08\|8.25\|8.02\|54489;2026-03-17\|7.89\|-2.59\|8.15\|8.16\|7.87\|52287;2026-03-18\|8.03\|1.77\|7.90\|8.05\|7.83\|52171;2026-03-19\|7.72\|-3.86\|7.91\|7.98\|7.69\|55121;2026-03-20\|7.38\|-4.40\|7.72\|7.78\|7.36\|84159;2026-03-23\|6.95\|-5.83\|7.21\|7.33\|6.86\|104981;2026-03-24\|7.35\|5.76\|7.09\|7.38\|6.95\|109194;2026-03-25\|7.49\|1.90\|7.42\|7.55\|7.41\|76413;2026-03-26\|7.32\|-2.27\|7.51\|7.63\|7.22\|83351;2026-03-27\|7.57\|3.42\|7.31\|7.58\|7.18\|85179;2026-03-30\|7.70\|1.72\|7.51\|7.86\|7.40\|97267;2026-03-31\|7.55\|-1.95\|7.69\|7.96\|7.53\|115877;2026-04-01\|7.70\|1.99\|7.72\|7.76\|7.60\|87188;2026-04-02\|7.52\|-2.34\|7.70\|7.75\|7.47\|66920;2026-04-03\|7.21\|-4.12\|7.56\|7.56\|7.16\|67806;2026-04-07\|7.54\|4.58\|7.15\|7.55\|7.11\|90265;2026-04-08\|7.92\|5.04\|7.66\|7.92\|7.65\|88941;2026-04-09\|7.71\|-2.65\|7.86\|7.89\|7.65\|71342;2026-04-10\|7.73\|0.26\|7.78\|7.84\|7.68\|49531;2026-04-13\|7.68\|-0.65\|7.78\|7.79\|7.58\|53688;2026-04-14\|7.67\|-0.13\|7.75\|7.76\|7.55\|45876;2026-04-15\|7.61\|-0.78\|7.66\|7.71\|7.57\|41838;2026-04-16\|7.76\|1.97\|7.70\|7.81\|7.51\|54185;2026-04-17\|7.68\|-1.03\|7.78\|7.83\|7.62\|46985;2026-04-20\|7.80\|1.56\|7.69\|7.82\|7.63\|45013;2026-04-21\|7.73\|-0.90\|7.75\|7.84\|7.69\|41238;2026-04-22\|7.66\|-0.91\|7.78\|7.78\|7.64\|37477;2026-04-23\|7.59\|-0.91\|7.68\|7.69\|7.50\|46175;2026-04-24\|7.73\|1.84\|7.56\|7.77\|7.51\|47666;2026-04-27\|7.88\|1.94\|7.68\|7.92\|7.61\|62943;2026-04-28\|8.06\|2.28\|7.90\|8.28\|7.88\|142289;2026-04-29\|8.28\|2.73\|8.07\|8.37\|8.01\|111678;2026-04-30\|8.49\|2.54\|8.30\|8.64\|8.30\|93690;2026-05-06\|8.81\|3.77\|8.60\|8.96\|8.56\|149785;2026-05-07\|9.03\|2.50\|8.85\|9.22\|8.80\|146177;2026-05-08\|9.04\|0.11\|9.08\|9.13\|8.84\|95176;2026-05-11\|9.33\|3.21\|9.09\|9.40\|9.05\|155848;2026-05-12\|9.20\|-1.39\|9.33\|9.33\|9.08\|99129;2026-05-13\|9.18\|-0.22\|9.20\|9.35\|9.10\|104224;2026-05-14\|9.96\|8.50\|9.25\|10.18\|9.25\|308512;2026-05-15\|10.05\|0.90\|9.99\|10.68\|9.88\|271623;2026-05-18\|9.90\|-1.49\|10.00\|10.00\|9.63\|194825;2026-05-19\|10.08\|1.82\|9.85\|10.34\|9.79\|138749;2026-05-20\|9.81\|-2.68\|10.07\|10.07\|9.77\|127831;2026-05-21\|9.33\|-4.89\|9.81\|9.90\|9.31\|126251;2026-05-22\|9.75\|4.50\|9.32\|9.82\|9.25\|137411;2026-05-25\|10.03\|2.87\|9.75\|10.25\|9.73\|145508;2026-05-26\|9.84\|-1.89\|10.00\|10.10\|9.65\|118135;2026-05-27\|9.50\|-3.46\|9.84\|9.84\|9.40\|88873;2026-05-28\|9.50\|0.00\|9.55\|9.59\|9.23\|78925;2026-05-29\|9.64\|1.47\|9.52\|10.16\|9.50\|159749;2026-06-01\|9.72\|0.83\|9.54\|9.84\|9.31\|126108;2026-06-02\|9.62\|-1.03\|9.72\|9.99\|9.26\|100366;2026-06-03\|9.91\|3.01\|9.68\|10.08\|9.56\|136387;2026-06-04\|10.08\|1.72\|9.81\|10.28\|9.75\|210552;2026-06-05\|10.32\|2.38\|9.93\|10.43\|9.72\|205933;2026-06-08\|10.13\|-1.84\|10.01\|10.75\|9.93\|224533;2026-06-09\|10.18\|0.49\|10.28\|10.31\|9.89\|144786;2026-06-10\|11.07\|8.74\|10.18\|11.19\|10.00\|266708;2026-06-11\|11.81\|6.68\|11.20\|12.67\|11.18\|521445;2026-06-12\|11.03\|-6.60\|11.26\|11.49\|10.88\|353376;2026-06-15\|9.80\|-11.15\|10.27\|10.35\|9.30\|420559;2026-06-23\|11.76\|20.00\|11.76\|11.76\|10.16\|646656;2026-06-24\|12.22\|3.91\|12.01\|12.74\|11.47\|687423;2026-06-25\|11.29\|-7.61\|11.26\|12.65\|11.22\|542623;2026-06-26\|10.80\|-4.34\|10.91\|11.24\|10.40\|352328;2026-06-29\|11.09\|2.69\|10.50\|11.75\|10.45\|356267;2026-06-30\|10.23\|-7.75\|10.50\|10.75\|9.98\|336575;2026-07-01\|10.07\|-1.56\|10.10\|10.49\|9.95\|248739;2026-07-02\|10.03\|-0.40\|9.89\|10.57\|9.70\|234106;2026-07-03\|9.71\|-3.19\|9.99\|10.08\|9.50\|183118;2026-07-06\|9.55\|-1.65\|9.62\|9.87\|9.42\|129371;2026-07-07\|9.04\|-5.34\|9.59\|9.65\|8.93\|148341;2026-07-08\|8.74\|-3.32\|9.01\|9.04\|8.55\|119651;2026-07-09\|9.19\|5.15\|8.68\|9.58\|8.67\|183124;2026-07-10\|9.44\|2.72\|9.18\|9.84\|9.11\|163388
116473	英特尔：重心转向磷化铟（InP）和人工合成钻石等新材料领域	培育钻石+金刚石散热+许昌国资行业原因： 1、英特尔CEO陈立武近日公开表示，已投资一家金刚石晶圆公司，看好金刚石作为散热材料在芯片先进封装中的应用潜力， 2、据浙商证券6月27日研报，2026年至今多家培育钻龙头发布涨价函，价格普遍上调15%左右，当前原石供应持续偏紧。公司原因： 1、据2026年4月23日年报，公司主营业务为人造金刚石及金刚石制品，主要产品包括工业金刚石、培育钻石等，是超硬材料行业龙头以及唯一的全产业链布局企业。 2、据2026年4月23日年报，公司成功开发出多晶金刚石热沉片，导热性能指标达到国外同类产品水平，并计划推进其落地量产；据2026年5月22日互动易，子公司河南风优创材料技术有限公司的相关产品生产线已投产，相关设备陆续装机测试。 3、据2026年4月23日年报，公司控股股东为许昌市国有产业投资有限公司，最终控制人为许昌市财政局。	公司自主研发的“金刚石—碳化硅复合材料”项目取得重大阶段性成果，核心性能指标达到国际先进水平，成功破解了长期困扰半导体产业的热膨胀失配难题，为我国高端半导体散热技术自主可控提供了关键支撑	2026-03-03\|9.36\|-2.50\|9.60\|9.96\|8.90\|2336500;2026-03-04\|9.20\|-1.71\|9.08\|9.63\|9.08\|1326939;2026-03-05\|9.90\|7.61\|9.55\|10.12\|9.46\|2906086;2026-03-06\|9.56\|-3.43\|9.75\|10.11\|9.48\|2154463;2026-03-09\|9.16\|-4.18\|9.16\|9.28\|8.68\|1747589;2026-03-10\|10.08\|10.04\|9.40\|10.08\|9.18\|2104014;2026-03-11\|11.09\|10.02\|10.50\|11.09\|10.42\|2611022;2026-03-12\|10.89\|-1.80\|11.20\|11.59\|10.59\|3458049;2026-03-13\|10.32\|-5.23\|10.80\|11.02\|10.28\|2138308;2026-03-16\|10.18\|-1.36\|10.53\|10.56\|9.81\|1823131;2026-03-17\|9.16\|-10.02\|10.31\|10.43\|9.16\|2301073;2026-03-18\|9.08\|-0.87\|9.07\|9.21\|8.82\|1536508;2026-03-19\|8.43\|-7.16\|8.80\|8.81\|8.35\|1491925;2026-03-20\|8.09\|-4.03\|8.48\|8.63\|8.05\|1166379;2026-03-23\|7.90\|-2.35\|8.00\|8.38\|7.78\|1474065;2026-03-24\|8.17\|3.42\|8.10\|8.21\|7.86\|1044169;2026-03-25\|8.36\|2.33\|8.19\|8.61\|8.19\|1191081;2026-03-26\|7.79\|-6.82\|8.33\|8.36\|7.74\|1199167;2026-03-27\|7.90\|1.41\|7.61\|8.00\|7.53\|792760;2026-03-30\|8.09\|2.41\|7.89\|8.18\|7.76\|999038;2026-03-31\|7.89\|-2.47\|8.05\|8.22\|7.80\|842539;2026-04-01\|7.89\|0.00\|8.17\|8.19\|7.83\|761131;2026-04-02\|7.70\|-2.41\|7.85\|8.08\|7.58\|966135;2026-04-03\|7.80\|1.30\|7.65\|7.94\|7.55\|874477;2026-04-07\|8.12\|4.10\|7.75\|8.19\|7.64\|1176165;2026-04-08\|8.38\|3.20\|8.30\|8.43\|8.13\|1246338;2026-04-09\|8.43\|0.60\|8.35\|8.61\|8.26\|1235094;2026-04-10\|8.44\|0.12\|8.50\|8.79\|8.32\|1378474;2026-04-13\|8.34\|-1.18\|8.20\|8.56\|8.18\|897258;2026-04-14\|8.78\|5.28\|8.44\|8.99\|8.30\|1727022;2026-04-15\|8.75\|-0.34\|9.10\|9.27\|8.62\|1546160;2026-04-16\|8.77\|0.23\|8.61\|8.85\|8.44\|1058224;2026-04-17\|8.77\|0.00\|8.62\|8.99\|8.52\|1124519;2026-04-20\|8.96\|2.17\|8.62\|9.16\|8.53\|1614846;2026-04-21\|8.74\|-2.46\|8.80\|9.07\|8.72\|1115069;2026-04-22\|8.46\|-3.20\|8.63\|8.89\|8.08\|1504935;2026-04-23\|8.55\|1.06\|8.43\|9.20\|8.43\|1455553;2026-04-24\|8.30\|-2.92\|8.50\|8.54\|8.07\|1053561;2026-04-27\|8.34\|0.48\|8.43\|8.59\|8.27\|711915;2026-04-28\|7.99\|-4.20\|8.28\|8.39\|7.91\|762340;2026-04-29\|8.32\|4.13\|7.99\|8.38\|7.91\|765681;2026-04-30\|8.43\|1.32\|8.56\|8.88\|8.26\|1216962;2026-05-06\|8.77\|4.03\|8.59\|8.99\|8.47\|1426876;2026-05-07\|8.84\|0.80\|8.73\|8.93\|8.67\|982628;2026-05-08\|8.89\|0.57\|8.75\|8.97\|8.68\|844190;2026-05-11\|9.78\|10.01\|9.78\|9.78\|9.78\|705967;2026-05-12\|10.76\|10.02\|10.33\|10.76\|9.90\|3584330;2026-05-13\|11.84\|10.04\|10.92\|11.84\|10.91\|3298078;2026-05-14\|11.83\|-0.08\|11.98\|12.48\|11.55\|3743945;2026-05-15\|11.06\|-6.51\|11.59\|12.20\|10.97\|2826810;2026-05-18\|11.04\|-0.18\|10.77\|11.98\|10.77\|2148146;2026-05-19\|10.82\|-1.99\|11.01\|11.08\|10.43\|1586084;2026-05-20\|10.70\|-1.11\|10.73\|11.11\|10.50\|1245936;2026-05-21\|9.99\|-6.64\|10.71\|10.90\|9.95\|1423187;2026-05-22\|10.99\|10.01\|10.80\|10.99\|10.80\|784205;2026-05-25\|12.09\|10.01\|11.50\|12.09\|11.16\|1890117;2026-05-26\|13.30\|10.01\|12.74\|13.30\|12.60\|3095249;2026-05-27\|13.27\|-0.23\|13.30\|13.69\|13.00\|3225676;2026-05-28\|14.60\|10.02\|13.22\|14.60\|13.20\|1674918;2026-05-29\|14.08\|-3.56\|16.00\|16.06\|13.93\|4158502;2026-06-01\|13.47\|-4.33\|14.10\|14.45\|13.31\|2584150;2026-06-02\|13.90\|3.19\|13.44\|14.54\|12.91\|2880358;2026-06-03\|15.04\|8.20\|13.50\|15.29\|13.50\|3342104;2026-06-04\|14.48\|-3.72\|14.24\|14.80\|14.06\|2773791;2026-06-05\|13.43\|-7.25\|14.27\|14.65\|13.26\|2298351;2026-06-08\|12.56\|-6.48\|12.35\|13.17\|12.35\|1670937;2026-06-09\|12.85\|2.31\|12.85\|12.94\|12.29\|1585334;2026-06-10\|12.12\|-5.68\|12.75\|13.22\|11.89\|1650727;2026-06-11\|11.82\|-2.48\|12.00\|12.50\|11.65\|1411017;2026-06-12\|11.83\|0.08\|12.08\|13.00\|11.70\|2735376;2026-06-15\|12.42\|4.99\|11.86\|12.48\|11.28\|2139662;2026-06-16\|12.90\|3.86\|12.50\|13.13\|12.29\|2149625;2026-06-17\|13.30\|3.10\|12.90\|13.54\|12.70\|2192650;2026-06-18\|14.01\|5.34\|13.80\|14.63\|13.78\|3428335;2026-06-22\|15.41\|9.99\|15.41\|15.41\|14.97\|1548003;2026-06-23\|16.95\|9.99\|16.76\|16.95\|16.18\|3261659;2026-06-24\|17.10\|0.89\|16.55\|17.43\|15.75\|4092384;2026-06-25\|18.27\|6.84\|16.83\|18.81\|15.60\|4014682;2026-06-26\|16.65\|-8.87\|17.45\|17.78\|16.54\|2753445;2026-06-29\|16.16\|-2.94\|16.77\|17.00\|15.41\|2079671;2026-06-30\|16.80\|3.96\|16.00\|16.94\|15.63\|1994124;2026-07-01\|16.39\|-2.44\|16.66\|17.80\|16.07\|2030612;2026-07-02\|18.03\|10.01\|15.48\|18.03\|15.36\|2365568;2026-07-03\|16.86\|-6.49\|17.66\|17.76\|16.24\|2626424;2026-07-06\|18.55\|10.02\|17.00\|18.55\|16.67\|2882336;2026-07-07\|18.36\|-1.02\|17.99\|19.89\|17.96\|3610225;2026-07-08\|17.59\|-4.19\|18.42\|19.60\|17.46\|3176233;2026-07-09\|18.70\|6.31\|17.35\|19.24\|16.53\|3207840;2026-07-10\|17.00\|-9.09\|18.35\|19.80\|16.92\|3234494
116472	英特尔：重心转向磷化铟（InP）和人工合成钻石等新材料领域	培育钻石+CVD金刚石+热电联产+业绩增长行业原因：英特尔CEO陈立武近日表示，投资了一家人造金刚石晶圆公司，看好钻石作为散热材料在芯片封装领域的应用潜力。公司原因： 1、据2026年6月3日业绩说明会公告，公司CVD金刚石业务已完成200台新一代MPCVD设备安装调试，产能将陆续释放，已形成“设备制造-生长-后道加工”全产业链布局，培育钻石良品率达80%、功能性材料良品率达90%。 2、据2026年5月27日异常波动公告，公司关注到市场对培育钻石概念关注度较高，金刚石具备高热导率，散热是其重要应用场景，公司保持密切关注。 3、据2026年4月16日年报，公司主营热电联产，是龙游经济开发区最早投产的区域性公用热电企业，2025年营收10.21亿元同比增25.39%；据2026年一季报，2026年第一季度营收3.13亿元，同比增长39.75%。	公司采用MPCVD技术生产20×20毫米金刚石，导热性能优于陶瓷，目标切入高功率芯片、GPU散热市场	2026-03-03\|23.47\|-1.47\|23.94\|24.38\|23.30\|65880;2026-03-04\|22.91\|-2.39\|23.26\|23.36\|22.55\|49298;2026-03-05\|23.59\|2.97\|23.20\|24.14\|23.08\|58587;2026-03-06\|23.40\|-0.81\|23.30\|23.85\|23.11\|37014;2026-03-09\|23.28\|-0.51\|23.00\|23.44\|22.44\|54101;2026-03-10\|23.71\|1.85\|23.29\|24.00\|23.00\|44368;2026-03-11\|24.31\|2.53\|23.55\|24.48\|23.55\|93035;2026-03-12\|23.90\|-1.69\|24.32\|24.68\|23.72\|89069;2026-03-13\|22.93\|-4.06\|23.82\|24.00\|22.90\|69174;2026-03-16\|22.65\|-1.22\|22.93\|23.07\|22.41\|44188;2026-03-17\|21.74\|-4.02\|22.65\|22.76\|21.71\|56162;2026-03-18\|22.02\|1.29\|21.72\|22.29\|21.63\|28438;2026-03-19\|21.13\|-4.04\|21.79\|21.92\|21.03\|40368;2026-03-20\|20.56\|-2.70\|21.00\|21.30\|20.55\|42328;2026-03-23\|19.57\|-4.82\|20.02\|20.52\|19.41\|52563;2026-03-24\|20.73\|5.93\|19.88\|20.76\|19.88\|59075;2026-03-25\|21.53\|3.86\|20.74\|21.53\|20.68\|47982;2026-03-26\|21.12\|-1.90\|21.53\|21.56\|21.12\|41173;2026-03-27\|21.54\|1.99\|21.00\|21.59\|20.61\|40568;2026-03-30\|21.34\|-0.93\|21.32\|21.50\|20.71\|39650;2026-03-31\|21.00\|-1.59\|21.62\|21.71\|21.00\|31602;2026-04-01\|21.31\|1.48\|21.27\|21.33\|21.04\|33074;2026-04-02\|21.30\|-0.05\|21.15\|21.50\|21.10\|25159;2026-04-03\|20.90\|-1.88\|21.30\|21.37\|20.81\|21330;2026-04-07\|20.95\|0.24\|20.80\|21.05\|20.65\|21729;2026-04-08\|22.06\|5.30\|21.05\|22.09\|21.05\|40662;2026-04-09\|21.59\|-2.13\|21.89\|22.03\|21.58\|27999;2026-04-10\|21.93\|1.57\|21.62\|22.15\|21.62\|23656;2026-04-13\|21.90\|-0.14\|21.85\|22.14\|21.75\|28741;2026-04-14\|22.15\|1.14\|22.10\|22.22\|21.75\|32308;2026-04-15\|22.28\|0.59\|22.12\|22.57\|22.10\|32341;2026-04-16\|23.14\|3.86\|23.39\|23.87\|22.29\|89325;2026-04-17\|22.65\|-2.12\|23.13\|23.52\|22.60\|62502;2026-04-20\|22.97\|1.41\|22.69\|23.32\|22.47\|47265;2026-04-21\|22.58\|-1.70\|22.88\|22.88\|22.50\|30876;2026-04-22\|22.51\|-0.31\|22.40\|22.61\|22.28\|29219;2026-04-23\|22.33\|-0.80\|22.41\|22.59\|22.11\|31439;2026-04-24\|21.95\|-1.70\|22.24\|22.38\|21.91\|23445;2026-04-27\|22.06\|0.50\|21.90\|22.17\|21.62\|26386;2026-04-28\|21.58\|-2.18\|21.88\|22.12\|21.48\|25267;2026-04-29\|21.30\|-1.30\|20.94\|21.68\|20.68\|51425;2026-04-30\|21.47\|0.80\|20.77\|21.50\|20.77\|29633;2026-05-06\|21.70\|1.07\|21.39\|21.83\|21.38\|36375;2026-05-07\|22.11\|1.89\|21.82\|22.18\|21.73\|32068;2026-05-08\|22.53\|1.90\|22.15\|22.55\|22.09\|29405;2026-05-11\|21.72\|-3.60\|22.45\|22.46\|21.60\|57105;2026-05-12\|22.08\|1.66\|22.30\|23.37\|21.90\|92794;2026-05-13\|22.75\|3.03\|21.69\|23.16\|21.60\|95635;2026-05-14\|22.40\|-1.54\|22.75\|23.56\|22.40\|74502;2026-05-15\|21.57\|-3.71\|22.37\|22.50\|21.46\|54505;2026-05-18\|21.23\|-1.58\|21.43\|21.52\|20.98\|41665;2026-05-19\|21.83\|2.83\|21.23\|22.08\|21.03\|45628;2026-05-20\|21.09\|-3.39\|21.70\|21.79\|20.90\|36733;2026-05-21\|20.09\|-4.74\|20.99\|21.14\|20.08\|45163;2026-05-22\|22.10\|10.01\|20.23\|22.10\|20.13\|51351;2026-05-25\|24.31\|10.00\|22.10\|24.31\|22.10\|197324;2026-05-26\|25.90\|6.54\|24.66\|26.70\|23.84\|302571;2026-05-27\|25.62\|-1.08\|25.00\|26.65\|24.61\|248973;2026-05-28\|28.18\|9.99\|25.50\|28.18\|25.00\|293405;2026-05-29\|30.29\|7.49\|28.01\|31.00\|26.66\|371389;2026-06-01\|27.26\|-10.00\|28.75\|29.00\|27.26\|149433;2026-06-02\|25.71\|-4.64\|25.00\|27.00\|24.26\|256506;2026-06-03\|28.28\|10.00\|25.00\|28.28\|25.00\|222654;2026-06-04\|28.51\|0.81\|28.80\|30.25\|27.72\|327336;2026-06-05\|26.16\|-8.24\|28.42\|28.49\|25.66\|227270;2026-06-08\|26.31\|0.57\|25.00\|27.65\|24.41\|194442;2026-06-09\|26.15\|-0.61\|26.20\|26.35\|25.10\|150057;2026-06-10\|24.84\|-5.01\|26.00\|26.08\|24.44\|130196;2026-06-11\|24.15\|-2.78\|24.04\|25.68\|23.92\|118772;2026-06-12\|25.86\|7.08\|24.26\|26.57\|24.26\|265910;2026-06-15\|25.78\|-0.31\|25.92\|26.60\|25.37\|196213;2026-06-16\|25.03\|-2.91\|25.41\|25.77\|24.44\|136308;2026-06-17\|24.23\|-3.20\|24.86\|25.03\|23.94\|137925;2026-06-18\|24.03\|-0.83\|24.10\|25.58\|23.65\|167265;2026-06-22\|26.43\|9.99\|25.00\|26.43\|25.00\|162160;2026-06-23\|29.07\|9.99\|27.99\|29.07\|27.18\|274230;2026-06-24\|30.51\|4.95\|28.30\|31.90\|26.73\|318749;2026-06-25\|30.17\|-1.11\|29.80\|31.68\|28.36\|258971;2026-06-26\|28.36\|-6.00\|29.00\|29.62\|28.22\|168602;2026-06-29\|27.55\|-2.86\|28.36\|29.25\|26.83\|151549;2026-06-30\|27.61\|0.22\|27.40\|28.24\|26.36\|135280;2026-07-01\|27.87\|0.94\|27.51\|28.16\|26.86\|149999;2026-07-02\|29.30\|5.13\|26.92\|29.48\|26.85\|222924;2026-07-03\|26.37\|-10.00\|28.70\|28.75\|26.37\|170608;2026-07-06\|25.47\|-3.41\|25.00\|26.54\|24.31\|112752;2026-07-07\|24.86\|-2.40\|24.70\|26.06\|24.46\|81558;2026-07-08\|22.37\|-10.02\|24.50\|24.98\|22.37\|79503;2026-07-09\|21.81\|-2.50\|21.38\|23.35\|20.13\|153150;2026-07-10\|20.51\|-5.96\|21.40\|21.50\|20.51\|109093
116471	央视财经：AI智能体市场或迎爆发式增长	成立AI公司+家装龙头+高送转 1、据人民财讯2026年5月27日报道，公司全资持股成立深圳市鲸跃云科科技有限公司，注册资本1200万元，经营范围包含人工智能应用软件开发、人工智能基础软件开发等。 2、据2026年4月28日年报，公司始终聚焦中高端家装及家居综合服务，拥有建筑装饰工程设计专项甲级及建筑装修装饰工程专业承包壹级资质，在珠三角地区具备较高的品牌美誉度。 3、据2026年5月29日公告，公司2025年年度权益分派方案为每10股转增4股派2元含税，除权除息日为2026年6月4日，近日完成除权后股价走强。	深圳地区装修龙头；近日广东云犀互动传媒成立，该公司由名雕股份全资持股，含多项AI业务，经营范围涵盖人工智能基础软件开发、应用软件开发及公共服务平台技术咨询服务	2026-03-03\|22.49\|-2.00\|23.16\|23.43\|22.41\|51402;2026-03-04\|22.44\|-0.22\|22.49\|22.68\|22.21\|34513;2026-03-05\|22.48\|0.18\|22.85\|22.87\|22.36\|26829;2026-03-06\|22.85\|1.65\|22.49\|22.88\|22.30\|34145;2026-03-09\|23.00\|0.66\|22.73\|23.02\|22.38\|39706;2026-03-10\|23.49\|2.13\|23.12\|23.56\|23.01\|37973;2026-03-11\|23.23\|-1.11\|23.60\|23.63\|23.12\|31625;2026-03-12\|22.69\|-2.32\|23.38\|23.38\|22.65\|29726;2026-03-13\|22.71\|0.09\|22.65\|23.05\|22.60\|31687;2026-03-16\|22.86\|0.66\|22.70\|22.88\|22.38\|26734;2026-03-17\|22.44\|-1.84\|23.10\|23.10\|22.40\|21146;2026-03-18\|22.71\|1.20\|22.44\|22.78\|22.22\|25179;2026-03-19\|21.95\|-3.35\|22.70\|22.70\|21.83\|23152;2026-03-20\|21.40\|-2.51\|22.15\|22.25\|21.26\|26577;2026-03-23\|20.05\|-6.31\|20.85\|21.15\|19.97\|35802;2026-03-24\|21.07\|5.09\|20.65\|21.16\|20.32\|35643;2026-03-25\|21.58\|2.42\|21.07\|21.76\|21.07\|28977;2026-03-26\|21.14\|-2.04\|21.54\|21.69\|21.02\|17366;2026-03-27\|21.35\|0.99\|21.05\|21.40\|20.90\|19240;2026-03-30\|21.46\|0.52\|21.19\|21.50\|20.95\|17264;2026-03-31\|21.17\|-1.35\|21.36\|21.72\|21.10\|17367;2026-04-01\|21.34\|0.80\|21.57\|21.70\|21.05\|18144;2026-04-02\|20.89\|-2.11\|21.36\|21.40\|20.77\|18105;2026-04-03\|20.09\|-3.83\|21.19\|21.19\|19.90\|22603;2026-04-07\|20.65\|2.79\|20.09\|20.90\|19.95\|20670;2026-04-08\|21.49\|4.07\|21.00\|21.50\|21.00\|23163;2026-04-09\|21.12\|-1.72\|21.48\|21.54\|21.04\|16288;2026-04-10\|21.39\|1.28\|21.33\|21.55\|21.13\|14499;2026-04-13\|21.37\|-0.09\|21.39\|21.40\|21.07\|14774;2026-04-14\|21.36\|-0.05\|21.49\|21.49\|21.10\|14263;2026-04-15\|21.28\|-0.37\|21.41\|21.64\|21.21\|16686;2026-04-16\|21.74\|2.16\|21.28\|21.80\|21.05\|19621;2026-04-17\|21.45\|-1.33\|21.74\|21.74\|21.30\|20252;2026-04-20\|21.75\|1.40\|21.75\|21.95\|21.32\|20612;2026-04-21\|22.01\|1.20\|21.84\|22.05\|21.65\|20901;2026-04-22\|22.46\|2.04\|22.01\|22.65\|21.55\|48440;2026-04-23\|20.98\|-6.59\|22.37\|22.37\|20.65\|67622;2026-04-24\|20.94\|-0.19\|20.88\|21.13\|20.50\|35807;2026-04-27\|21.41\|2.24\|21.00\|21.44\|20.56\|30357;2026-04-28\|21.78\|1.73\|21.48\|21.97\|21.10\|47883;2026-04-29\|22.03\|1.15\|21.50\|22.20\|21.46\|37508;2026-04-30\|22.27\|1.09\|22.28\|22.38\|22.09\|28090;2026-05-06\|22.80\|2.38\|22.46\|23.05\|22.28\|45587;2026-05-07\|23.52\|3.16\|22.80\|23.60\|22.72\|52608;2026-05-08\|23.74\|0.94\|23.56\|24.50\|23.40\|53767;2026-05-11\|24.08\|1.43\|23.76\|24.21\|23.59\|39010;2026-05-12\|23.35\|-3.03\|24.00\|24.13\|23.29\|37317;2026-05-13\|23.15\|-0.86\|23.35\|23.58\|23.04\|34614;2026-05-14\|23.11\|-0.17\|23.15\|23.78\|23.01\|30756;2026-05-15\|23.17\|0.26\|23.11\|23.55\|22.81\|31469;2026-05-18\|23.25\|0.35\|23.27\|23.45\|22.63\|33460;2026-05-19\|23.54\|1.25\|23.30\|23.66\|23.09\|27073;2026-05-20\|23.78\|1.02\|23.52\|23.89\|23.01\|31054;2026-05-21\|23.26\|-2.19\|23.78\|24.40\|23.22\|36271;2026-05-22\|23.39\|0.56\|23.23\|23.50\|22.97\|21432;2026-05-25\|22.65\|-3.16\|23.50\|23.72\|22.36\|30855;2026-05-26\|22.10\|-2.43\|22.66\|22.71\|21.70\|24443;2026-05-27\|21.27\|-3.76\|22.05\|22.08\|20.92\|26447;2026-05-28\|21.90\|2.96\|21.36\|22.20\|21.05\|22397;2026-05-29\|21.25\|-2.97\|21.90\|22.22\|21.04\|19060;2026-06-01\|23.38\|10.02\|21.22\|23.38\|21.00\|28871;2026-06-02\|22.55\|-3.55\|23.65\|24.00\|22.46\|65846;2026-06-03\|22.20\|-1.55\|22.57\|22.83\|21.73\|38716;2026-06-04\|15.92\|0.89\|15.78\|16.76\|15.50\|49663;2026-06-05\|15.58\|-2.14\|15.87\|16.03\|15.39\|43533;2026-06-08\|14.55\|-6.61\|14.88\|15.54\|14.20\|45798;2026-06-09\|14.52\|-0.21\|14.40\|15.29\|14.37\|34324;2026-06-10\|15.97\|9.99\|14.70\|15.97\|14.54\|43643;2026-06-11\|15.24\|-4.57\|15.90\|16.46\|14.92\|120521;2026-06-12\|16.76\|9.97\|15.45\|16.76\|15.15\|62135;2026-06-15\|15.95\|-4.83\|16.76\|16.76\|15.65\|160267;2026-06-16\|15.23\|-4.51\|15.60\|15.67\|15.00\|99625;2026-06-17\|14.71\|-3.41\|15.37\|15.98\|14.61\|88672;2026-06-18\|14.68\|-0.20\|14.65\|14.91\|13.58\|93702;2026-06-22\|16.15\|10.01\|14.50\|16.15\|14.39\|122550;2026-06-23\|17.77\|10.03\|16.36\|17.77\|16.17\|159702;2026-06-24\|17.72\|-0.28\|17.52\|18.18\|17.31\|165904;2026-06-25\|16.64\|-6.09\|17.54\|18.00\|16.03\|131876;2026-06-26\|16.37\|-1.62\|16.60\|16.97\|16.00\|108627;2026-06-29\|15.72\|-3.97\|16.30\|16.70\|15.40\|85186;2026-06-30\|17.29\|9.99\|15.67\|17.29\|15.40\|81216;2026-07-01\|18.06\|4.45\|17.28\|18.52\|17.22\|136887;2026-07-02\|17.27\|-4.37\|18.23\|18.43\|17.00\|97148;2026-07-03\|17.01\|-1.51\|17.75\|17.75\|17.01\|72482;2026-07-06\|16.80\|-1.23\|17.06\|17.28\|16.66\|91546;2026-07-07\|17.48\|4.05\|16.71\|17.50\|16.47\|117769;2026-07-08\|17.84\|2.06\|16.99\|18.25\|15.77\|165902;2026-07-09\|16.95\|-4.99\|17.56\|17.56\|16.06\|136763;2026-07-10\|16.41\|-3.19\|16.26\|17.18\|16.25\|96890
116470	央视财经：AI智能体市场或迎爆发式增长	智谱AI+水务机器狗+生态水利 1、据2026年4月23日年报，公司联合智谱AI发布国内首个海洋生态修复垂直大模型ShorelineGLM，已在厦门观音山海岸线完成试点验证。 2、据2026年4月23日年报，公司具身智能水务巡检“机器狗”已在南水北调大宁管理处中堤泵站投入试运行，承担日常巡检、数据采集、异常识别等关键运维任务。 3、据2026年6月4日公告，公司成功中标密云区“500万以下沟道护村段修复工程项目”，中标金额1497.79万元，是公司深耕密云市场取得的重要突破。 4、据2026年4月23日年报，2026年2月公司已与北京市密云区人民政府签署战略合作协议，围绕水安全保障、智慧水务等领域开展深度合作，并完成注册地变更。	国内领先的生态环境科技运营商；公司携手智谱共同开发河湖生态修复基础大模型RiverLake GLM v1.0通过验收	2026-03-03\|13.36\|-4.09\|13.87\|14.15\|13.26\|95829;2026-03-04\|13.86\|3.74\|13.11\|14.05\|13.10\|91323;2026-03-05\|13.85\|-0.07\|14.13\|14.20\|13.69\|81959;2026-03-06\|14.15\|2.17\|13.86\|14.38\|13.83\|81366;2026-03-09\|14.10\|-0.35\|13.88\|14.13\|13.70\|51968;2026-03-10\|14.24\|0.99\|14.15\|14.44\|14.11\|44769;2026-03-11\|13.73\|-3.58\|14.35\|14.35\|13.65\|66643;2026-03-12\|13.35\|-2.77\|13.66\|13.83\|13.32\|44090;2026-03-13\|14.04\|5.17\|13.32\|14.15\|13.32\|80318;2026-03-16\|13.96\|-0.57\|14.00\|14.18\|13.57\|57659;2026-03-17\|13.65\|-2.22\|14.00\|14.20\|13.58\|49916;2026-03-18\|13.60\|-0.37\|13.80\|13.80\|13.42\|25146;2026-03-19\|13.33\|-1.99\|13.56\|13.56\|13.26\|33531;2026-03-20\|12.60\|-5.48\|13.29\|13.49\|12.59\|43796;2026-03-23\|11.70\|-7.14\|12.38\|12.51\|11.58\|70102;2026-03-24\|12.28\|4.96\|11.95\|12.28\|11.76\|38468;2026-03-25\|12.24\|-0.33\|12.36\|12.49\|12.14\|35102;2026-03-26\|11.93\|-2.53\|12.39\|12.40\|11.81\|28286;2026-03-27\|12.07\|1.17\|11.98\|12.14\|11.78\|23528;2026-03-30\|12.01\|-0.50\|12.15\|12.15\|11.76\|23010;2026-03-31\|11.60\|-3.41\|12.14\|12.15\|11.52\|41649;2026-04-01\|11.82\|1.90\|11.85\|11.88\|11.60\|26956;2026-04-02\|11.46\|-3.05\|11.80\|11.80\|11.32\|23255;2026-04-03\|11.08\|-3.32\|11.66\|11.66\|10.95\|23429;2026-04-07\|11.37\|2.62\|11.06\|11.40\|10.97\|28382;2026-04-08\|11.72\|3.08\|11.70\|11.76\|11.54\|24021;2026-04-09\|11.24\|-4.10\|11.72\|11.79\|11.07\|58382;2026-04-10\|12.36\|9.96\|11.46\|12.36\|11.32\|69116;2026-04-13\|12.20\|-1.29\|12.35\|12.35\|11.73\|104381;2026-04-14\|12.51\|2.54\|12.20\|12.64\|12.02\|81714;2026-04-15\|12.42\|-0.72\|12.60\|12.78\|12.29\|48316;2026-04-16\|13.22\|6.44\|12.48\|13.37\|12.32\|73158;2026-04-17\|13.05\|-1.29\|13.04\|13.53\|12.93\|57943;2026-04-20\|13.68\|4.83\|13.27\|13.74\|12.80\|60619;2026-04-21\|13.85\|1.24\|13.61\|14.07\|13.61\|64311;2026-04-22\|13.68\|-1.23\|13.93\|13.95\|13.56\|50930;2026-04-23\|13.68\|0.00\|13.68\|13.93\|13.57\|51134;2026-04-24\|14.04\|2.63\|13.54\|14.23\|13.52\|61741;2026-04-27\|14.18\|1.00\|14.10\|14.35\|13.80\|56232;2026-04-28\|14.26\|0.56\|14.35\|14.50\|14.01\|52852;2026-04-29\|14.47\|1.47\|14.07\|15.69\|13.90\|241168;2026-04-30\|14.19\|-1.94\|14.41\|14.70\|14.19\|129861;2026-05-06\|14.32\|0.92\|14.33\|14.62\|14.00\|86704;2026-05-07\|15.40\|7.54\|14.22\|15.65\|14.19\|119032;2026-05-08\|15.88\|3.12\|15.51\|16.01\|14.90\|122259;2026-05-11\|15.88\|0.00\|15.99\|16.41\|15.82\|90451;2026-05-12\|15.43\|-2.83\|15.87\|15.89\|15.36\|68763;2026-05-13\|16.17\|4.80\|15.67\|16.66\|15.18\|111190;2026-05-14\|15.88\|-1.79\|16.28\|16.98\|15.76\|113963;2026-05-15\|16.46\|3.65\|16.18\|16.69\|15.91\|90465;2026-05-18\|16.12\|-2.07\|16.60\|16.60\|15.84\|76717;2026-05-19\|16.41\|1.80\|16.10\|16.50\|15.90\|59229;2026-05-20\|15.89\|-3.17\|16.48\|16.50\|15.71\|58908;2026-05-21\|15.76\|-0.82\|15.74\|16.68\|15.70\|76295;2026-05-22\|16.18\|2.67\|15.76\|16.35\|15.76\|47093;2026-05-25\|15.20\|-6.06\|16.22\|16.49\|15.11\|78458;2026-05-26\|13.68\|-10.00\|15.20\|15.40\|13.68\|97357;2026-05-27\|12.69\|-7.24\|13.83\|13.84\|12.31\|161723;2026-05-28\|13.18\|3.86\|12.74\|13.70\|11.45\|114402;2026-05-29\|11.86\|-10.02\|13.13\|13.46\|11.86\|91800;2026-06-01\|12.38\|4.38\|12.01\|12.69\|11.74\|115055;2026-06-02\|11.63\|-6.06\|12.38\|12.65\|11.61\|79126;2026-06-03\|11.38\|-2.15\|11.80\|11.99\|11.22\|68835;2026-06-04\|11.07\|-2.72\|11.49\|11.56\|11.01\|49434;2026-06-05\|11.08\|0.09\|11.18\|11.31\|10.65\|64005;2026-06-08\|10.31\|-6.95\|11.13\|11.27\|10.10\|73714;2026-06-09\|11.34\|9.99\|10.45\|11.34\|10.45\|52321;2026-06-10\|10.50\|-7.41\|11.14\|11.23\|10.26\|163010;2026-06-11\|11.55\|10.00\|10.55\|11.55\|10.40\|85357;2026-06-12\|10.90\|-5.63\|11.40\|11.90\|10.54\|249204;2026-06-15\|10.60\|-2.75\|10.69\|10.75\|10.32\|162627;2026-06-16\|10.78\|1.70\|10.45\|10.94\|10.11\|173344;2026-06-17\|10.78\|0.00\|10.78\|11.09\|10.42\|142688;2026-06-18\|11.07\|2.69\|10.70\|11.86\|10.70\|211328;2026-06-22\|12.18\|10.03\|10.90\|12.18\|10.82\|121108;2026-06-23\|13.40\|10.02\|13.40\|13.40\|12.83\|66205;2026-06-24\|14.74\|10.00\|14.20\|14.74\|13.54\|298248;2026-06-25\|14.70\|-0.27\|14.28\|15.36\|14.08\|258453;2026-06-26\|14.51\|-1.29\|14.40\|14.80\|14.20\|138578;2026-06-29\|15.77\|8.68\|14.95\|15.96\|14.76\|216465;2026-06-30\|16.48\|4.50\|15.62\|16.68\|15.31\|180508;2026-07-01\|15.83\|-3.94\|16.48\|16.69\|15.65\|114182;2026-07-02\|15.89\|0.38\|15.79\|16.14\|15.40\|87651;2026-07-03\|15.07\|-5.16\|15.74\|16.08\|14.99\|73135;2026-07-06\|13.92\|-7.63\|15.20\|15.44\|13.76\|76065;2026-07-07\|13.62\|-2.16\|13.83\|14.41\|13.31\|78040;2026-07-08\|12.90\|-5.29\|13.70\|13.71\|12.77\|59726;2026-07-09\|12.92\|0.15\|12.64\|13.19\|12.30\|62638;2026-07-10\|12.93\|0.08\|12.72\|13.72\|12.60\|58062
116469	我国清洁低碳氢煤混烧技术取得重大突破	氢能+石墨烯+煤焦龙头+减亏行业原因： 1、据财联社，印尼矿业官员周二表示，由于印尼政府提出大幅减产计划，该国矿商已暂停现货煤炭出口。 2、近日焦炭年内首轮调涨落地，提涨50-55元/吨，春节临近煤矿停产放假，动力煤、焦煤价格获支撑。公司原因： 1、据2024年年报，公司为黑龙江省氢能利用及“碳中和”领军企业；甲醇驰放气经PSA提纯至99.999%后供氢燃料电池汽车。 2、据2025年11月12日互动易，石墨烯二期工程设备调试基本达到预期，现细节优化中；据2024年年报，公司是国内领先的石墨烯生产企业。 3、据2026年1月24日公告，公司预计2025年净利润-3.25亿元至-1.63亿元，同比减亏29.98%至64.88%。	黑龙江省煤化工行业龙头，国内石墨烯行业领先企业之一，具备针状焦的产能为5万吨/年	2026-03-03\|3.99\|5.28\|3.79\|4.11\|3.71\|2696016;2026-03-04\|3.74\|-6.27\|3.93\|3.93\|3.65\|1626847;2026-03-05\|3.72\|-0.53\|3.70\|3.77\|3.60\|1167230;2026-03-06\|3.70\|-0.54\|3.67\|3.72\|3.56\|866103;2026-03-09\|3.71\|0.27\|3.89\|3.92\|3.69\|1324322;2026-03-10\|3.57\|-3.77\|3.59\|3.67\|3.54\|1263063;2026-03-11\|3.60\|0.84\|3.55\|3.60\|3.47\|894348;2026-03-12\|3.82\|6.11\|3.61\|3.90\|3.58\|2190306;2026-03-13\|3.80\|-0.52\|3.84\|3.95\|3.78\|1956197;2026-03-16\|3.67\|-3.42\|3.82\|3.90\|3.65\|1196580;2026-03-17\|3.74\|1.91\|3.66\|3.98\|3.64\|1384561;2026-03-18\|3.62\|-3.21\|3.68\|3.79\|3.60\|1115412;2026-03-19\|3.58\|-1.10\|3.68\|3.74\|3.55\|1062270;2026-03-20\|3.42\|-4.47\|3.53\|3.53\|3.36\|975396;2026-03-23\|3.49\|2.05\|3.43\|3.65\|3.43\|1211050;2026-03-24\|3.52\|0.86\|3.40\|3.52\|3.33\|928779;2026-03-25\|3.59\|1.99\|3.43\|3.63\|3.38\|971697;2026-03-26\|3.78\|5.29\|3.56\|3.85\|3.48\|1916740;2026-03-27\|3.74\|-1.06\|3.70\|3.82\|3.66\|1206933;2026-03-30\|3.63\|-2.94\|3.72\|3.82\|3.58\|1001894;2026-03-31\|3.45\|-4.96\|3.62\|3.67\|3.44\|964989;2026-04-01\|3.44\|-0.29\|3.47\|3.49\|3.40\|497544;2026-04-02\|3.44\|0.00\|3.42\|3.48\|3.40\|397280;2026-04-03\|3.28\|-4.65\|3.45\|3.45\|3.26\|501335;2026-04-07\|3.35\|2.13\|3.27\|3.35\|3.18\|388464;2026-04-08\|3.39\|1.19\|3.29\|3.39\|3.27\|487871;2026-04-09\|3.32\|-2.06\|3.36\|3.40\|3.31\|332084;2026-04-10\|3.31\|-0.30\|3.30\|3.35\|3.30\|293818;2026-04-13\|3.32\|0.30\|3.33\|3.34\|3.30\|262520;2026-04-14\|3.27\|-1.51\|3.31\|3.31\|3.23\|386321;2026-04-15\|3.21\|-1.83\|3.25\|3.26\|3.20\|326062;2026-04-16\|3.23\|0.62\|3.20\|3.23\|3.19\|240937;2026-04-17\|3.15\|-2.48\|3.22\|3.23\|3.14\|381414;2026-04-20\|3.18\|0.95\|3.15\|3.18\|3.09\|382389;2026-04-21\|3.15\|-0.94\|3.17\|3.17\|3.10\|280137;2026-04-22\|3.13\|-0.63\|3.14\|3.18\|3.12\|288266;2026-04-23\|3.11\|-0.64\|3.12\|3.16\|3.09\|303344;2026-04-24\|3.03\|-2.57\|3.10\|3.12\|3.03\|372090;2026-04-27\|3.10\|2.31\|3.00\|3.11\|2.96\|377072;2026-04-28\|3.11\|0.32\|3.12\|3.12\|3.05\|334442;2026-04-29\|3.17\|1.93\|3.10\|3.19\|3.07\|380386;2026-04-30\|3.14\|-0.95\|3.17\|3.20\|3.10\|338900;2026-05-06\|3.16\|0.64\|3.14\|3.16\|3.10\|338602;2026-05-07\|3.04\|-3.80\|3.13\|3.14\|3.03\|528364;2026-05-08\|3.06\|0.66\|3.05\|3.08\|3.04\|225539;2026-05-11\|3.04\|-0.65\|3.06\|3.07\|3.02\|294202;2026-05-12\|2.97\|-2.30\|3.04\|3.04\|2.96\|338391;2026-05-13\|3.01\|1.35\|2.97\|3.02\|2.93\|282341;2026-05-14\|2.91\|-3.32\|3.00\|3.02\|2.90\|378243;2026-05-15\|2.92\|0.34\|2.91\|2.97\|2.87\|291203;2026-05-18\|2.96\|1.37\|2.91\|2.97\|2.86\|293552;2026-05-19\|2.97\|0.34\|2.95\|2.98\|2.92\|224025;2026-05-20\|2.90\|-2.36\|2.95\|2.96\|2.88\|227972;2026-05-21\|2.75\|-5.17\|2.87\|2.90\|2.74\|400153;2026-05-22\|2.82\|2.55\|2.75\|2.83\|2.74\|258445;2026-05-25\|2.86\|1.42\|2.91\|2.96\|2.84\|403346;2026-05-26\|2.81\|-1.75\|2.81\|2.86\|2.77\|285172;2026-05-27\|2.75\|-2.14\|2.81\|2.82\|2.73\|278251;2026-05-28\|2.79\|1.45\|2.75\|2.81\|2.74\|259346;2026-05-29\|2.82\|1.08\|2.78\|2.87\|2.77\|364348;2026-06-01\|2.96\|4.96\|2.80\|2.97\|2.78\|640992;2026-06-02\|2.98\|0.68\|2.95\|3.09\|2.93\|717444;2026-06-03\|3.08\|3.36\|2.96\|3.08\|2.88\|788524;2026-06-04\|3.19\|3.57\|3.05\|3.21\|3.03\|1037951;2026-06-05\|3.29\|3.13\|3.16\|3.42\|3.12\|1327315;2026-06-08\|3.25\|-1.22\|3.20\|3.42\|3.19\|1067587;2026-06-09\|3.07\|-5.54\|3.15\|3.20\|3.02\|1077668;2026-06-10\|2.91\|-5.21\|3.05\|3.05\|2.87\|723127;2026-06-11\|2.85\|-2.06\|2.93\|3.11\|2.83\|750644;2026-06-12\|2.92\|2.46\|2.83\|2.98\|2.81\|693457;2026-06-15\|2.89\|-1.03\|2.89\|2.95\|2.83\|479252;2026-06-16\|2.85\|-1.38\|2.88\|2.88\|2.78\|467660;2026-06-17\|2.71\|-4.91\|2.82\|2.84\|2.70\|490037;2026-06-18\|2.62\|-3.32\|2.70\|2.70\|2.60\|337789;2026-06-22\|2.69\|2.67\|2.61\|2.70\|2.51\|424262;2026-06-23\|2.96\|10.04\|2.72\|2.96\|2.70\|613164;2026-06-24\|2.82\|-4.73\|2.96\|2.99\|2.80\|705097;2026-06-25\|2.90\|2.84\|2.82\|2.99\|2.80\|739046;2026-06-26\|2.67\|-7.93\|2.92\|2.94\|2.66\|603576;2026-06-29\|2.68\|0.37\|2.65\|2.71\|2.61\|365032;2026-06-30\|2.62\|-2.24\|2.66\|2.70\|2.59\|326120;2026-07-01\|2.73\|4.20\|2.61\|2.76\|2.57\|444709;2026-07-02\|2.69\|-1.47\|2.68\|2.78\|2.68\|302288;2026-07-03\|2.69\|0.00\|2.70\|2.72\|2.65\|256908;2026-07-06\|2.73\|1.49\|2.70\|2.74\|2.67\|270095;2026-07-07\|2.60\|-4.76\|2.74\|2.74\|2.59\|303397;2026-07-08\|2.59\|-0.38\|2.58\|2.66\|2.58\|205902;2026-07-09\|2.56\|-1.16\|2.61\|2.63\|2.52\|223795;2026-07-10\|2.65\|3.52\|2.53\|2.72\|2.50\|432475
116468	我国清洁低碳氢煤混烧技术取得重大突破	聚焦煤炭主业+拟退出牛肉产业+C919供应商+海南自贸区 1、据2026年6月13日公告，公司拟向第一大股东大连和升控股集团有限公司转让乌拉圭牛肉产业相关债权及股权，交易完成后将退出牛肉产业，聚焦煤炭主业。 2、据2025年年度报告，公司主营煤炭采选，子公司五九集团生产蒙东地区稀缺的长焰煤，发热值高于周边褐煤，在区域内具有一定市场和价格优势。 3、据2025年8月27日公告及2022年9月19日互动易，公司参股子公司中航新大洲为C919飞机配套的LEAP发动机零部件供应商。 4、据2025年年度报告，公司注册地位于海南省海口市，属海南自贸区本地股。	1、内蒙古呼伦贝尔地区为数不多的生产长焰煤的煤炭企业； 2、参股子公司中航新大洲公司主要生产产品之一为LEAP发动机零部件，其中LEAP-A对应机型空客320neo，LEAP-B对应机型波音737MAX，LEAP-C对应机型C919	2026-03-03\|7.42\|-3.13\|7.70\|7.76\|7.39\|314549;2026-03-04\|7.42\|0.00\|7.27\|7.47\|7.10\|228269;2026-03-05\|7.48\|0.81\|7.52\|7.58\|7.41\|219525;2026-03-06\|7.45\|-0.40\|7.47\|7.50\|7.29\|190607;2026-03-09\|7.48\|0.40\|7.45\|7.52\|7.18\|332060;2026-03-10\|7.70\|2.94\|7.48\|7.81\|7.43\|306717;2026-03-11\|7.56\|-1.82\|7.70\|7.91\|7.50\|272385;2026-03-12\|7.44\|-1.59\|7.57\|7.61\|7.41\|188958;2026-03-13\|7.22\|-2.96\|7.56\|7.56\|7.16\|249675;2026-03-16\|7.07\|-2.08\|7.21\|7.24\|6.94\|221876;2026-03-17\|7.00\|-0.99\|7.10\|7.31\|6.99\|203027;2026-03-18\|6.97\|-0.43\|7.05\|7.10\|6.89\|131970;2026-03-19\|6.69\|-4.02\|6.98\|7.01\|6.65\|221699;2026-03-20\|6.51\|-2.69\|6.82\|6.83\|6.46\|201624;2026-03-23\|6.05\|-7.07\|6.39\|6.48\|5.97\|330635;2026-03-24\|6.15\|1.65\|6.14\|6.20\|5.95\|227077;2026-03-25\|6.12\|-0.49\|6.13\|6.30\|6.08\|179879;2026-03-26\|5.91\|-3.43\|6.15\|6.15\|5.86\|177919;2026-03-27\|5.96\|0.85\|5.86\|5.99\|5.79\|182118;2026-03-30\|5.93\|-0.50\|5.92\|6.21\|5.88\|191722;2026-03-31\|5.76\|-2.87\|5.92\|6.01\|5.76\|145099;2026-04-01\|5.75\|-0.17\|5.85\|5.89\|5.66\|150382;2026-04-02\|5.59\|-2.78\|5.77\|5.77\|5.55\|124556;2026-04-03\|5.38\|-3.76\|5.59\|5.59\|5.35\|171089;2026-04-07\|5.45\|1.30\|5.53\|5.53\|5.29\|148617;2026-04-08\|5.79\|6.24\|5.59\|5.93\|5.50\|231401;2026-04-09\|5.59\|-3.45\|5.75\|5.77\|5.53\|148151;2026-04-10\|5.68\|1.61\|5.65\|5.73\|5.59\|132856;2026-04-13\|5.53\|-2.64\|5.69\|5.72\|5.46\|166229;2026-04-14\|5.41\|-2.17\|5.54\|5.64\|5.33\|207535;2026-04-15\|5.17\|-4.44\|5.41\|5.42\|5.15\|229285;2026-04-16\|5.69\|10.06\|5.20\|5.69\|5.15\|267626;2026-04-17\|5.79\|1.76\|5.89\|5.99\|5.60\|414134;2026-04-20\|6.04\|4.32\|5.84\|6.12\|5.69\|356459;2026-04-21\|6.06\|0.33\|6.01\|6.14\|5.97\|234388;2026-04-22\|6.13\|1.16\|6.05\|6.22\|5.99\|217833;2026-04-23\|5.89\|-3.92\|6.10\|6.10\|5.88\|203645;2026-04-24\|5.75\|-2.38\|5.89\|5.97\|5.60\|205639;2026-04-27\|5.60\|-2.61\|5.75\|5.78\|5.53\|141574;2026-04-28\|5.62\|0.36\|5.59\|5.73\|5.58\|147601;2026-04-29\|5.56\|-1.07\|5.60\|5.66\|5.47\|154365;2026-04-30\|5.56\|0.00\|5.57\|5.90\|5.53\|207596;2026-05-06\|5.54\|-0.36\|5.51\|5.69\|5.48\|193077;2026-05-07\|5.40\|-2.53\|5.54\|5.57\|5.31\|230559;2026-05-08\|5.48\|1.48\|5.47\|5.50\|5.28\|171943;2026-05-11\|5.22\|-4.74\|5.56\|5.58\|5.02\|399642;2026-05-12\|5.15\|-1.34\|5.12\|5.35\|4.81\|542930;2026-05-13\|5.52\|7.18\|5.11\|5.55\|5.05\|526265;2026-05-14\|5.60\|1.45\|5.51\|5.71\|5.41\|437151;2026-05-15\|5.31\|-5.18\|5.60\|5.60\|5.26\|313527;2026-05-18\|5.84\|9.98\|5.50\|5.84\|5.32\|420121;2026-05-19\|6.00\|2.74\|5.91\|6.09\|5.76\|571130;2026-05-20\|5.89\|-1.83\|5.96\|6.04\|5.75\|303832;2026-05-21\|5.70\|-3.23\|5.97\|6.05\|5.69\|312281;2026-05-22\|5.85\|2.63\|5.70\|5.99\|5.67\|236279;2026-05-25\|5.74\|-1.88\|5.96\|6.01\|5.57\|313039;2026-05-26\|5.73\|-0.17\|5.71\|5.77\|5.58\|199401;2026-05-27\|5.60\|-2.27\|5.69\|5.78\|5.47\|207039;2026-05-28\|5.42\|-3.21\|5.58\|5.65\|5.37\|158790;2026-05-29\|5.59\|3.14\|5.50\|5.79\|5.45\|248018;2026-06-01\|5.80\|3.76\|5.66\|5.90\|5.52\|270212;2026-06-02\|5.60\|-3.45\|5.79\|5.83\|5.59\|183911;2026-06-03\|5.81\|3.75\|5.53\|5.87\|5.44\|221861;2026-06-04\|5.74\|-1.20\|5.79\|5.87\|5.66\|255793;2026-06-05\|5.44\|-5.23\|5.69\|5.79\|5.35\|261560;2026-06-08\|5.21\|-4.23\|5.25\|5.46\|5.02\|225333;2026-06-09\|5.73\|9.98\|5.23\|5.73\|5.16\|328384;2026-06-10\|5.46\|-4.71\|5.77\|5.82\|5.38\|376432;2026-06-11\|5.34\|-2.20\|5.40\|5.57\|5.28\|192523;2026-06-12\|5.24\|-1.87\|5.43\|5.44\|5.21\|167765;2026-06-15\|5.30\|1.15\|5.24\|5.32\|5.20\|148970;2026-06-16\|5.36\|1.13\|5.27\|5.50\|5.09\|282052;2026-06-17\|5.47\|2.05\|5.49\|5.60\|5.22\|256325;2026-06-18\|5.30\|-3.11\|5.46\|5.63\|5.26\|276236;2026-06-22\|5.83\|10.00\|5.82\|5.83\|5.66\|543187;2026-06-23\|6.41\|9.95\|6.03\|6.41\|6.03\|865322;2026-06-24\|6.26\|-2.34\|6.37\|6.41\|6.18\|716731;2026-06-25\|6.70\|7.03\|6.15\|6.77\|6.15\|605016;2026-06-26\|6.25\|-6.72\|6.60\|6.64\|6.12\|515532;2026-06-29\|6.30\|0.80\|6.34\|6.45\|6.14\|341021;2026-06-30\|6.33\|0.48\|6.31\|6.65\|6.22\|280795;2026-07-01\|6.64\|4.90\|6.36\|6.95\|6.24\|434724;2026-07-02\|6.97\|4.97\|6.92\|7.23\|6.88\|611356;2026-07-03\|6.84\|-1.87\|6.80\|7.04\|6.65\|418075;2026-07-06\|6.86\|0.29\|6.88\|7.14\|6.78\|384967;2026-07-07\|6.52\|-4.96\|6.95\|6.95\|6.42\|274992;2026-07-08\|6.64\|1.84\|6.57\|6.93\|6.52\|336810;2026-07-09\|6.49\|-2.26\|6.62\|6.74\|6.08\|455412;2026-07-10\|6.40\|-1.39\|6.60\|6.69\|6.37\|296675
116467	建滔积层板再度涨价	AI算力PCB+一季报增长+半导体设备+商业航天行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2025年年度报告及2026年4月28日机构调研，公司PCB设备业务2025年营收57.73亿元，同比增长72.68%，受益于AI算力需求，CCD六轴独立机械钻孔机等核心设备已获多家AI服务器PCB龙头客户认证并量产。 2、据2026年4月21日公告，公司2026年一季度实现营收51.35亿元，同比增长74.44%；归母净利润3.54亿元，同比增长116.59%。 3、2026年4月28日机构调研，半导体设备领域，公司晶圆切割、封测设备持续放量，正积极推进国产替代。 4、据2026年4月28日机构调研及2025年12月23日公司微信公众号，公司为蓝箭航天朱雀三号火箭提供精密激光焊接解决方案，实现不锈钢箭体关键部件全自动激光焊接，技术达国际领先水平。	全球领先的智能制造装备整体解决方案服务商，控股子公司大族数控研发、生产并销售PCB专用设备；一季报净利润同比上涨116.59%	2026-03-03\|70.45\|-5.59\|74.50\|74.75\|70.20\|724445;2026-03-04\|70.05\|-0.57\|69.80\|70.82\|67.46\|417824;2026-03-05\|71.48\|2.04\|69.66\|74.18\|69.00\|498191;2026-03-06\|69.54\|-2.71\|71.31\|71.90\|68.25\|328108;2026-03-09\|67.77\|-2.55\|66.60\|68.00\|64.30\|517322;2026-03-10\|73.01\|7.73\|69.06\|73.78\|69.06\|447111;2026-03-11\|72.35\|-0.90\|73.27\|75.06\|71.70\|354342;2026-03-12\|70.75\|-2.21\|71.75\|72.80\|69.55\|266941;2026-03-13\|68.70\|-2.90\|70.53\|71.10\|68.00\|260122;2026-03-16\|67.36\|-1.95\|68.68\|68.69\|65.90\|326695;2026-03-17\|63.73\|-5.39\|67.82\|68.26\|63.50\|293434;2026-03-18\|65.13\|2.20\|64.02\|65.48\|63.85\|276237;2026-03-19\|63.00\|-3.27\|64.40\|64.40\|62.48\|254050;2026-03-20\|64.59\|2.52\|63.78\|66.11\|62.53\|417423;2026-03-23\|59.90\|-7.26\|62.10\|63.96\|59.20\|392871;2026-03-24\|61.76\|3.11\|61.83\|62.38\|59.62\|291758;2026-03-25\|63.89\|3.45\|63.00\|66.06\|62.74\|336732;2026-03-26\|61.91\|-3.10\|64.34\|64.38\|61.58\|191922;2026-03-27\|62.86\|1.53\|60.49\|64.25\|60.48\|193336;2026-03-30\|63.85\|1.57\|62.83\|64.57\|61.40\|235728;2026-03-31\|61.28\|-4.03\|63.90\|64.55\|60.82\|249244;2026-04-01\|64.10\|4.60\|63.36\|64.50\|62.07\|311529;2026-04-02\|61.71\|-3.73\|63.90\|64.23\|60.89\|231456;2026-04-03\|63.86\|3.48\|62.23\|65.48\|61.81\|283844;2026-04-07\|64.36\|0.78\|64.59\|65.71\|63.26\|289710;2026-04-08\|70.80\|10.01\|67.90\|70.80\|65.42\|583577;2026-04-09\|76.36\|7.85\|71.00\|77.88\|70.54\|664940;2026-04-10\|76.55\|0.25\|76.36\|77.32\|75.55\|451462;2026-04-13\|75.78\|-1.01\|75.01\|76.82\|75.01\|326711;2026-04-14\|82.70\|9.13\|76.60\|83.36\|76.06\|554951;2026-04-15\|78.79\|-4.73\|82.62\|82.81\|78.40\|513557;2026-04-16\|86.67\|10.00\|77.81\|86.67\|77.81\|502765;2026-04-17\|87.56\|1.03\|88.40\|89.71\|86.27\|507345;2026-04-20\|89.18\|1.85\|88.59\|91.68\|86.70\|462654;2026-04-21\|92.80\|4.06\|89.60\|95.80\|88.84\|460231;2026-04-22\|94.18\|1.49\|91.31\|96.00\|91.31\|430254;2026-04-23\|103.60\|10.00\|95.00\|103.60\|93.56\|651194;2026-04-24\|102.46\|-1.10\|103.60\|105.99\|99.50\|526756;2026-04-27\|104.67\|2.16\|100.99\|107.00\|99.56\|511923;2026-04-28\|105.22\|0.53\|103.00\|110.96\|101.00\|577770;2026-04-29\|103.34\|-1.79\|104.00\|105.87\|101.17\|374459;2026-04-30\|100.72\|-2.54\|102.31\|104.11\|98.33\|632966;2026-05-06\|102.19\|1.46\|101.10\|103.95\|98.89\|541673;2026-05-07\|112.41\|10.00\|102.07\|112.41\|102.07\|413907;2026-05-08\|122.06\|8.58\|115.40\|122.92\|112.20\|649524;2026-05-11\|134.27\|10.00\|124.50\|134.27\|124.50\|674366;2026-05-12\|134.66\|0.29\|134.20\|139.82\|128.28\|664624;2026-05-13\|148.13\|10.00\|138.32\|148.13\|137.35\|438890;2026-05-14\|149.23\|0.74\|153.00\|156.50\|147.07\|612225;2026-05-15\|143.30\|-3.97\|149.24\|151.10\|138.71\|545704;2026-05-18\|138.53\|-3.33\|141.04\|142.80\|136.77\|586277;2026-05-19\|136.99\|-1.11\|137.89\|139.91\|133.91\|438754;2026-05-20\|144.54\|5.51\|135.80\|145.90\|135.68\|624467;2026-05-21\|142.59\|-1.21\|146.61\|152.49\|140.01\|664306;2026-05-22\|146.28\|2.59\|139.74\|150.00\|139.74\|568736;2026-05-25\|142.23\|-2.77\|146.80\|147.52\|138.15\|462376;2026-05-26\|135.45\|-4.77\|142.18\|143.00\|130.10\|739365;2026-05-27\|131.31\|-3.06\|134.01\|138.00\|129.00\|482716;2026-05-28\|135.98\|3.56\|132.88\|137.85\|132.55\|458812;2026-05-29\|131.85\|-3.04\|136.10\|137.69\|130.07\|389035;2026-06-01\|124.91\|-5.26\|133.68\|136.52\|124.80\|401492;2026-06-02\|127.00\|1.67\|125.10\|129.76\|123.32\|367989;2026-06-03\|130.60\|2.83\|127.08\|134.60\|124.00\|561596;2026-06-04\|134.65\|3.10\|129.75\|138.00\|126.59\|673002;2026-06-05\|127.87\|-5.04\|133.99\|135.62\|127.00\|568179;2026-06-08\|120.86\|-5.48\|122.22\|127.04\|120.35\|578765;2026-06-09\|124.50\|3.01\|123.03\|126.01\|118.90\|402942;2026-06-10\|122.48\|-1.62\|122.00\|123.45\|116.30\|448514;2026-06-11\|121.45\|-0.84\|121.28\|126.00\|119.45\|345858;2026-06-12\|119.12\|-1.92\|127.00\|127.20\|118.00\|371677;2026-06-15\|124.20\|4.26\|121.15\|125.13\|118.00\|449524;2026-06-16\|136.62\|10.00\|125.74\|136.62\|123.00\|585798;2026-06-17\|135.84\|-0.57\|139.35\|143.00\|130.08\|1037138;2026-06-18\|134.90\|-0.69\|135.54\|137.86\|129.20\|869899;2026-06-22\|131.93\|-2.20\|136.88\|140.35\|128.00\|877822;2026-06-23\|145.11\|9.99\|134.00\|145.12\|132.00\|1224537;2026-06-24\|152.23\|4.91\|136.73\|157.74\|135.00\|1187226;2026-06-25\|152.80\|0.37\|153.75\|156.60\|147.80\|873576;2026-06-26\|151.27\|-1.00\|168.08\|168.08\|151.00\|1261837;2026-06-29\|141.20\|-6.66\|150.00\|157.42\|137.00\|1051437;2026-06-30\|150.11\|6.31\|144.01\|155.32\|138.68\|1051431;2026-07-01\|137.98\|-8.08\|149.00\|150.49\|136.88\|797839;2026-07-02\|125.01\|-9.40\|130.26\|133.40\|125.00\|704794;2026-07-03\|129.64\|3.70\|125.01\|134.20\|124.68\|578639;2026-07-06\|130.97\|1.03\|130.95\|138.50\|129.63\|541458;2026-07-07\|130.35\|-0.47\|129.63\|133.80\|126.72\|387015;2026-07-08\|127.90\|-1.88\|130.31\|134.48\|126.00\|379198;2026-07-09\|130.90\|2.35\|130.10\|131.99\|122.67\|520764;2026-07-10\|130.30\|-0.46\|138.88\|140.68\|127.00\|1172393
116466	建滔积层板再度涨价	PCB+特种膜+新能源材料+国产替代 1、据2026年6月15日互动易，公司主营抗溢胶特种膜、强耐受性特种膜，主要应用于FPC/PCB领域，客户覆盖全球排名前10的多家FPC/PCB头部厂商；据2026年5月25日投资者关系活动记录表，公司是该领域国内细分龙头，市场占有率位居全国第一。 2、据2026年4月29日年报，公司坚持“自主创新、进口替代”路线，陆续打破了欧美日韩企业在抗溢胶特种膜、强耐受性特种膜等产品上的技术垄断。 3、据2026年5月25日投资者关系活动记录表，公司电子组件材料、新能源锂电材料、光学胶膜等产品对营收贡献稳步抬升，2026年一季度营收1.49亿元，归母净利润0.26亿元，同比增长7.08%。	2025-12上市	2026-03-03\|57.90\|-4.50\|60.63\|62.50\|57.84\|39188;2026-03-04\|58.06\|0.28\|56.70\|58.78\|56.66\|20674;2026-03-05\|60.10\|3.51\|59.28\|61.00\|59.28\|26819;2026-03-06\|60.01\|-0.15\|59.85\|60.17\|59.16\|16305;2026-03-09\|58.80\|-2.02\|58.65\|59.08\|56.71\|26945;2026-03-10\|60.98\|3.71\|59.39\|61.00\|59.39\|30825;2026-03-11\|64.00\|4.95\|60.85\|64.10\|60.61\|80611;2026-03-12\|63.45\|-0.86\|64.46\|65.22\|62.87\|58657;2026-03-13\|63.98\|0.84\|62.40\|65.31\|62.40\|56299;2026-03-16\|63.38\|-0.94\|63.00\|64.70\|62.49\|40565;2026-03-17\|68.93\|8.76\|63.10\|70.49\|63.10\|112380;2026-03-18\|70.30\|1.99\|68.00\|74.40\|66.00\|119467;2026-03-19\|64.79\|-7.84\|66.94\|67.88\|64.00\|75620;2026-03-20\|60.92\|-5.97\|64.10\|65.11\|60.80\|53161;2026-03-23\|58.15\|-4.55\|57.91\|60.49\|57.16\|36449;2026-03-24\|59.12\|1.67\|59.07\|59.87\|56.99\|35575;2026-03-25\|59.76\|1.08\|58.93\|60.93\|58.40\|37425;2026-03-26\|56.34\|-5.72\|59.10\|59.17\|56.30\|40365;2026-03-27\|55.82\|-0.92\|55.00\|56.19\|53.67\|27888;2026-03-30\|54.46\|-2.44\|54.49\|55.46\|53.30\|27400;2026-03-31\|51.52\|-5.40\|54.69\|54.69\|51.31\|32775;2026-04-01\|53.11\|3.09\|52.50\|53.85\|52.50\|22435;2026-04-02\|50.91\|-4.14\|53.04\|53.04\|50.57\|24582;2026-04-03\|49.75\|-2.28\|51.02\|51.29\|49.58\|15649;2026-04-07\|50.76\|2.03\|50.05\|51.33\|49.60\|15857;2026-04-08\|53.25\|4.91\|51.95\|53.25\|51.85\|25642;2026-04-09\|52.31\|-1.77\|52.30\|52.68\|52.03\|17064;2026-04-10\|53.30\|1.89\|53.00\|53.78\|52.60\|21531;2026-04-13\|55.20\|3.56\|53.28\|55.20\|52.99\|31749;2026-04-14\|56.16\|1.74\|55.60\|56.60\|54.58\|33511;2026-04-15\|56.62\|0.82\|56.16\|56.95\|55.46\|31294;2026-04-16\|57.76\|2.01\|56.50\|57.95\|56.11\|31051;2026-04-17\|58.51\|1.30\|57.40\|58.90\|56.59\|33351;2026-04-20\|59.60\|1.86\|58.30\|61.05\|58.10\|42883;2026-04-21\|60.93\|2.23\|59.20\|61.34\|59.02\|40454;2026-04-22\|60.42\|-0.84\|60.60\|61.00\|59.71\|34817;2026-04-23\|57.86\|-4.24\|60.30\|61.08\|57.70\|44402;2026-04-24\|58.80\|1.62\|58.50\|61.40\|57.87\|38323;2026-04-27\|61.26\|4.18\|58.80\|63.60\|58.11\|52500;2026-04-28\|60.07\|-1.94\|60.80\|62.56\|59.64\|40466;2026-04-29\|58.00\|-3.45\|59.88\|59.88\|57.12\|41724;2026-04-30\|57.80\|-0.34\|58.01\|58.65\|57.37\|22306;2026-05-06\|58.28\|0.83\|57.79\|59.12\|57.76\|26952;2026-05-07\|59.79\|2.59\|58.28\|60.13\|57.82\|34392;2026-05-08\|64.31\|7.56\|59.40\|65.54\|58.10\|73994;2026-05-11\|70.29\|9.30\|64.50\|72.98\|62.44\|114951;2026-05-12\|66.07\|-6.00\|69.07\|70.20\|66.01\|67383;2026-05-13\|64.98\|-1.65\|66.02\|66.05\|64.00\|44825;2026-05-14\|61.87\|-4.79\|65.88\|65.88\|61.83\|44688;2026-05-15\|61.63\|-0.39\|61.90\|62.62\|59.70\|33109;2026-05-18\|61.80\|0.28\|60.51\|61.80\|59.48\|28681;2026-05-19\|60.10\|-2.75\|61.40\|61.80\|59.01\|32347;2026-05-20\|60.24\|0.23\|59.40\|61.29\|57.67\|31007;2026-05-21\|57.06\|-5.28\|60.03\|61.94\|57.00\|36340;2026-05-22\|61.99\|8.64\|57.10\|62.39\|57.07\|47889;2026-05-25\|64.38\|3.86\|62.51\|64.64\|62.00\|51342;2026-05-26\|64.25\|-0.20\|63.62\|66.61\|63.00\|47644;2026-05-27\|61.80\|-3.81\|63.50\|64.23\|60.60\|39725;2026-05-28\|64.55\|4.45\|61.60\|65.00\|61.40\|42649;2026-05-29\|59.06\|-8.51\|64.55\|64.55\|58.67\|48014;2026-06-01\|58.36\|-1.19\|58.00\|60.46\|57.00\|22383;2026-06-02\|58.61\|0.43\|58.36\|59.66\|56.23\|22220;2026-06-03\|55.25\|-5.73\|58.29\|58.88\|54.37\|38913;2026-06-04\|53.60\|-2.99\|54.50\|55.00\|53.23\|22751;2026-06-05\|53.27\|-0.62\|53.60\|54.43\|51.35\|20864;2026-06-08\|50.16\|-5.30\|51.26\|51.96\|49.88\|16719;2026-06-09\|52.64\|4.94\|51.18\|53.45\|51.09\|20184;2026-06-10\|52.25\|-0.74\|51.89\|53.10\|51.32\|16238;2026-06-11\|52.71\|0.88\|51.90\|53.13\|51.40\|18514;2026-06-12\|54.29\|3.00\|53.66\|55.48\|52.70\|25517;2026-06-15\|63.56\|17.07\|53.70\|64.82\|53.40\|69198;2026-06-16\|65.36\|2.83\|62.06\|67.88\|62.05\|79614;2026-06-17\|68.70\|5.11\|64.55\|69.66\|63.88\|65470;2026-06-18\|82.44\|20.00\|72.45\|82.44\|70.28\|119547;2026-06-22\|77.98\|-5.41\|80.00\|81.47\|76.52\|102935;2026-06-23\|86.56\|11.00\|82.00\|92.20\|77.77\|117596;2026-06-24\|90.95\|5.07\|86.59\|91.88\|85.70\|87530;2026-06-25\|89.66\|-1.42\|90.00\|97.00\|88.66\|77270;2026-06-26\|83.90\|-6.42\|87.51\|89.43\|83.38\|58746;2026-06-29\|76.68\|-8.61\|88.00\|88.50\|75.50\|62367;2026-06-30\|77.78\|1.43\|79.01\|79.98\|74.06\|54099;2026-07-01\|80.93\|4.05\|78.99\|83.89\|76.88\|72162;2026-07-02\|78.00\|-3.62\|80.80\|82.80\|76.68\|48357;2026-07-03\|73.10\|-6.28\|79.00\|79.00\|71.90\|65802;2026-07-06\|66.99\|-8.36\|74.00\|74.07\|66.03\|49700;2026-07-07\|64.27\|-4.06\|66.77\|67.43\|63.74\|33658;2026-07-08\|58.93\|-8.31\|64.11\|64.50\|58.78\|38444;2026-07-09\|61.91\|5.06\|59.24\|62.14\|58.33\|47298;2026-07-10\|58.60\|-5.35\|61.19\|65.50\|58.60\|54047

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